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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 | $17,571 | $64,359-72.7% | $90,161-80.5% | $70,126-74.9% |
| Participation rate | 78.8% | 70.4%+8.4pp | 76.9%+1.9pp | 69.5%+9.2pp |
| Annual return | 5.71% | 28.13%-22.4pp | 34.89%-29.2pp | 73.15%-67.4pp |
| Employer contribution / active EE | $1,578 | $2,046-22.8% | $3,318-52.4% | $2,343-32.6% |
| Participant deferral / active EE | $1,724 | $4,389-60.7% | $5,287-67.4% | $3,332-48.3% |
| Admin fee / account holder | $583 | $3,945-85.2% | $5,943-90.2% | $4,645-87.4% |