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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 | $11,781 | $106,749-89.0% | $145,433-91.9% | $82,448-85.7% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 5.78% | 27.59%-21.8pp | 66.58%-60.8pp | 41.64%-35.9pp |
| Employer contribution / active EE | $1,395 | $3,444-59.5% | $4,554-69.4% | $2,551-45.3% |
| Participant deferral / active EE | $1,821 | $6,519-72.1% | $7,897-76.9% | $4,139-56.0% |
| Admin fee / account holder | $1,757 | $8,390-79.1% | $13,129-86.6% | $7,234-75.7% |