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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 | $81,504-82.6% | $102,437-86.1% | $80,959-82.4% |
| Participation rate | 82.7% | 66.9%+15.8pp | 74.5%+8.2pp | 67.7%+15.0pp |
| Annual return | 6.92% | 25.60%-18.7pp | 24.95%-18.0pp | 35.67%-28.8pp |
| Employer contribution / active EE | $1,252 | $3,104-59.7% | $3,871-67.7% | $2,757-54.6% |
| Participant deferral / active EE | $650 | $3,871-83.2% | $5,060-87.2% | $4,300-84.9% |
| Admin fee / account holder | $1,557 | $6,719-76.8% | $8,388-81.4% | $6,925-77.5% |