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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 | $18,425 | $72,273-74.5% | $101,275-81.8% | $79,856-76.9% |
| Participation rate | 96.8% | 68.5%+28.3pp | 75.8%+21.0pp | 69.6%+27.1pp |
| Annual return | 6.79% | 22.30%-15.5pp | 46.48%-39.7pp | 31.71%-24.9pp |
| Employer contribution / active EE | $1,328 | $2,691-50.6% | $3,660-63.7% | $2,471-46.2% |
| Participant deferral / active EE | $228 | $3,282-93.1% | $4,371-94.8% | $3,741-93.9% |
| Admin fee / account holder | $2,243 | $4,401-49.0% | $5,948-62.3% | $5,306-57.7% |