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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 | $13,173 | $77,460-83.0% | $100,378-86.9% | $80,925-83.7% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.7%+12.3pp |
| Annual return | 9.19% | 37.24%-28.0pp | 49.41%-40.2pp | 35.65%-26.5pp |
| Employer contribution / active EE | $1,130 | $2,801-59.7% | $3,942-71.3% | $2,756-59.0% |
| Participant deferral / active EE | $1,524 | $6,818-77.6% | $8,087-81.2% | $4,299-64.5% |
| Admin fee / account holder | $5,052 | $5,887-14.2% | $7,899-36.0% | $6,940-27.2% |