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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 | $22,909 | $136,860-83.3% | $120,344-81.0% | $154,746-85.2% |
| Participation rate | 78.6% | 79.9%-1.3pp | 76.7%+1.9pp | 80.7%-2.1pp |
| Annual return | 5.02% | 21.38%-16.4pp | 20.30%-15.3pp | 172.34%-167.3pp |
| Employer contribution / active EE | $2,922 | $3,533-17.3% | $3,020-3.3% | $4,379-33.3% |
| Participant deferral / active EE | $1,704 | $5,793-70.6% | $5,135-66.8% | $6,730-74.7% |
| Admin fee / account holder | $56,933 | $15,393+269.9% | $12,742+346.8% | $14,365+296.3% |