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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 | $14,213 | $81,476-82.6% | $102,383-86.1% | $80,925-82.4% |
| Participation rate | 82.7% | 66.8%+15.8pp | 74.5%+8.2pp | 67.7%+15.0pp |
| Annual return | 6.92% | 25.59%-18.7pp | 24.94%-18.0pp | 35.65%-28.7pp |
| Employer contribution / active EE | $1,252 | $3,105-59.7% | $3,870-67.6% | $2,756-54.6% |
| Participant deferral / active EE | $650 | $3,871-83.2% | $5,060-87.2% | $4,299-84.9% |
| Admin fee / account holder | $1,557 | $6,717-76.8% | $8,391-81.4% | $6,940-77.6% |