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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 | $6,778 | $117,829-94.2% | $102,423-93.4% | $145,877-95.4% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 4.84% | 31.83%-27.0pp | 29.42%-24.6pp | 551.28%-546.4pp |
| Employer contribution / active EE | $1,303 | $3,615-63.9% | $3,023-56.9% | $4,663-72.1% |
| Participant deferral / active EE | $1,611 | $5,732-71.9% | $5,054-68.1% | $6,691-75.9% |
| Admin fee / account holder | $4,288 | $13,335-67.8% | $9,455-54.6% | $13,402-68.0% |