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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 | $20,649 | $86,949-76.3% | $102,460-79.8% | $80,959-74.5% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.7%+12.3pp |
| Annual return | 10.36% | 18.89%-8.5pp | 29.47%-19.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,048 | $2,370-55.8% | $3,025-65.3% | $2,757-62.0% |
| Participant deferral / active EE | $1,294 | $4,121-68.6% | $5,056-74.4% | $4,300-69.9% |
| Admin fee / account holder | $2,098 | $8,048-73.9% | $9,460-77.8% | $6,925-69.7% |