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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 | $29,703 | $86,919-65.8% | $102,457-71.0% | $80,911-63.3% |
| Participation rate | 70.6% | 72.4%-1.8pp | 76.5%-5.9pp | 67.6%+2.9pp |
| Annual return | 9.97% | 18.90%-8.9pp | 29.41%-19.4pp | 35.63%-25.7pp |
| Employer contribution / active EE | $1,081 | $2,368-54.4% | $3,022-64.2% | $2,756-60.8% |
| Participant deferral / active EE | $1,751 | $4,119-57.5% | $5,054-65.4% | $4,297-59.2% |
| Admin fee / account holder | $1,074 | $8,049-86.7% | $9,451-88.6% | $6,935-84.5% |