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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 | $33,361 | $138,393-75.9% | $184,256-81.9% | $80,959-58.8% |
| Participation rate | 72.9% | 83.9%-11.0pp | 86.8%-13.9pp | 67.7%+5.2pp |
| Annual return | 10.96% | 20.01%-9.0pp | 28.85%-17.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,081 | $4,847-57.1% | $6,427-67.6% | $2,757-24.5% |
| Participant deferral / active EE | $3,068 | $7,076-56.6% | $9,133-66.4% | $4,300-28.7% |
| Admin fee / account holder | $5,356 | $10,489-48.9% | $13,899-61.5% | $6,925-22.7% |