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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 | $30,471 | $146,267-79.2% | $197,124-84.5% | $82,448-63.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 86.7%-1.0pp | 68.1%+17.6pp |
| Annual return | 11.96% | 29.61%-17.7pp | 44.34%-32.4pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,524 | $4,723-46.6% | $6,227-59.5% | $2,551-1.1% |
| Participant deferral / active EE | $2,914 | $7,035-58.6% | $9,135-68.1% | $4,139-29.6% |
| Admin fee / account holder | $424 | $14,422-97.1% | $16,298-97.4% | $7,234-94.1% |