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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 | $28,090 | $109,359-74.3% | $162,177-82.7% | $72,975-61.5% |
| Participation rate | 75.0% | 84.3%-9.3pp | 87.6%-12.6pp | 69.5%+5.5pp |
| Annual return | 16.64% | 25.46%-8.8pp | 115.60%-99.0pp | 81.01%-64.4pp |
| Employer contribution / active EE | $3,172 | $3,907-18.8% | $5,613-43.5% | $2,440+30.0% |
| Participant deferral / active EE | $1,741 | $5,481-68.2% | $7,297-76.1% | $3,608-51.7% |
| Admin fee / account holder | $899 | $7,972-88.7% | $10,843-91.7% | $5,124-82.5% |