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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 | $18,029 | $73,978-75.6% | $96,515-81.3% | $75,173-76.0% |
| Participation rate | 95.5% | 66.4%+29.0pp | 74.3%+21.1pp | 67.2%+28.3pp |
| Annual return | 12.32% | 26.72%-14.4pp | 35.73%-23.4pp | 160.72%-148.4pp |
| Employer contribution / active EE | $1,236 | $2,931-57.8% | $3,740-66.9% | $2,671-53.7% |
| Participant deferral / active EE | $914 | $3,660-75.0% | $4,880-81.3% | $4,126-77.8% |
| Admin fee / account holder | $424 | $5,219-91.9% | $6,735-93.7% | $5,651-92.5% |