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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 | $21,037 | $81,476-74.2% | $102,383-79.5% | $80,925-74.0% |
| Participation rate | 75.8% | 66.8%+8.9pp | 74.5%+1.2pp | 67.7%+8.1pp |
| Annual return | 10.08% | 25.59%-15.5pp | 24.94%-14.9pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,989 | $3,105-35.9% | $3,870-48.6% | $2,756-27.8% |
| Participant deferral / active EE | $838 | $3,871-78.3% | $5,060-83.4% | $4,299-80.5% |
| Admin fee / account holder | $837 | $6,717-87.5% | $8,391-90.0% | $6,940-87.9% |