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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,016 | $87,059-90.8% | $105,608-92.4% | $80,925-90.1% |
| Participation rate | 97.2% | 70.4%+26.8pp | 75.3%+21.9pp | 67.7%+29.6pp |
| Annual return | 8.03% | 17.05%-9.0pp | 116.50%-108.5pp | 35.65%-27.6pp |
| Employer contribution / active EE | $2,012 | $2,396-16.0% | $3,167-36.5% | $2,756-27.0% |
| Participant deferral / active EE | $1,058 | $3,986-73.5% | $5,010-78.9% | $4,299-75.4% |
| Admin fee / account holder | $1,056 | $8,443-87.5% | $11,028-90.4% | $6,940-84.8% |