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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 | $77,472-83.0% | $100,415-86.9% | $80,959-83.7% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.7%+12.3pp |
| Annual return | 9.19% | 37.26%-28.1pp | 49.47%-40.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,130 | $2,800-59.7% | $3,943-71.4% | $2,757-59.0% |
| Participant deferral / active EE | $1,524 | $6,818-77.6% | $8,091-81.2% | $4,300-64.6% |
| Admin fee / account holder | $5,052 | $5,885-14.1% | $7,906-36.1% | $6,925-27.0% |