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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 | $145,431-79.0% | $211,142-85.6% | $87,485-65.2% |
| Participation rate | 85.7% | 84.7%+1.0pp | 87.3%-1.6pp | 68.9%+16.8pp |
| Annual return | 11.96% | 27.21%-15.2pp | 46.84%-34.9pp | 26.06%-14.1pp |
| Employer contribution / active EE | $2,524 | $4,662-45.9% | $6,442-60.8% | $2,596-2.8% |
| Participant deferral / active EE | $2,914 | $6,859-57.5% | $9,284-68.6% | $4,274-31.8% |
| Admin fee / account holder | $424 | $17,052-97.5% | $19,076-97.8% | $7,775-94.5% |