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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 | $8,320 | $100,970-91.8% | $96,576-91.4% | $137,256-93.9% |
| Participation rate | 95.2% | 82.6%+12.6pp | 81.4%+13.8pp | 80.0%+15.3pp |
| Annual return | 12.50% | 38.16%-25.7pp | 38.47%-26.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $675 | $3,809-82.3% | $3,553-81.0% | $4,156-83.8% |
| Participant deferral / active EE | $1,467 | $8,286-82.3% | $7,956-81.6% | $6,407-77.1% |
| Admin fee / account holder | $651 | $11,312-94.2% | $11,381-94.3% | $12,270-94.7% |