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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 | $17,311 | $106,524-83.7% | $152,301-88.6% | $87,485-80.2% |
| Participation rate | 79.2% | 75.8%+3.4pp | 82.4%-3.3pp | 68.9%+10.2pp |
| Annual return | 13.21% | 26.89%-13.7pp | 80.50%-67.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $673 | $3,371-80.0% | $4,624-85.5% | $2,596-74.1% |
| Participant deferral / active EE | $1,780 | $6,525-72.7% | $8,004-77.8% | $4,274-58.4% |
| Admin fee / account holder | $3,859 | $8,287-53.4% | $14,398-73.2% | $7,775-50.4% |