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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 | $13,898 | $72,492-80.8% | $87,104-84.0% | $72,975-81.0% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 10.56% | 24.46%-13.9pp | 28.19%-17.6pp | 81.01%-70.5pp |
| Employer contribution / active EE | $4,360 | $1,894+130.2% | $2,521+72.9% | $2,440+78.7% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $411 | $5,055-91.9% | $7,491-94.5% | $5,124-92.0% |