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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 | $6,312 | $126,661-95.0% | $113,397-94.4% | $138,895-95.5% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 8.37% | 25.05%-16.7pp | 23.20%-14.8pp | 145.39%-137.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $843 | $5,693-85.2% | $5,076-83.4% | $6,396-86.8% |
| Admin fee / account holder | $4,965 | $14,549-65.9% | $11,957-58.5% | $12,562-60.5% |