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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 | $34,215 | $125,797-72.8% | $170,057-79.9% | $75,177-54.5% |
| Participation rate | 78.1% | 83.6%-5.5pp | 87.0%-8.9pp | 67.2%+10.9pp |
| Annual return | 12.12% | 27.20%-15.1pp | 53.42%-41.3pp | 160.75%-148.6pp |
| Employer contribution / active EE | $1,874 | $4,616-59.4% | $6,790-72.4% | $2,671-29.8% |
| Participant deferral / active EE | $2,175 | $6,838-68.2% | $10,411-79.1% | $4,126-47.3% |
| Admin fee / account holder | $1,949 | $8,177-76.2% | $12,826-84.8% | $5,651-65.5% |