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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 | $15,496 | $76,551-79.8% | $123,894-87.5% | $62,881-75.4% |
| Participation rate | 83.8% | 73.0%+10.8pp | 81.4%+2.4pp | 69.3%+14.5pp |
| Annual return | 0.87% | 18.68%-17.8pp | 47.52%-46.6pp | 20.14%-19.3pp |
| Employer contribution / active EE | $1,513 | $2,882-47.5% | $4,617-67.2% | $2,281-33.7% |
| Participant deferral / active EE | $1,469 | $4,840-69.7% | $5,984-75.5% | $3,203-54.1% |
| Admin fee / account holder | $963 | $4,826-80.0% | $8,357-88.5% | $4,296-77.6% |