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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 | $77,523-83.0% | $100,383-86.9% | $80,874-83.7% |
| Participation rate | 80.0% | 77.0%+3.0pp | 81.5%-1.5pp | 67.6%+12.4pp |
| Annual return | 9.19% | 37.21%-28.0pp | 49.26%-40.1pp | 35.62%-26.4pp |
| Employer contribution / active EE | $1,130 | $2,801-59.7% | $3,944-71.4% | $2,756-59.0% |
| Participant deferral / active EE | $1,524 | $6,822-77.7% | $8,086-81.1% | $4,297-64.5% |
| Admin fee / account holder | $5,052 | $5,899-14.3% | $7,900-36.0% | $6,935-27.1% |