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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 | $13,819 | $78,672-82.4% | $109,163-87.3% | $85,856-83.9% |
| Participation rate | 92.1% | 68.3%+23.8pp | 75.9%+16.2pp | 69.3%+22.8pp |
| Annual return | 9.97% | 25.09%-15.1pp | 25.75%-15.8pp | 318.58%-308.6pp |
| Employer contribution / active EE | $1,838 | $2,734-32.8% | $3,723-50.6% | $2,565-28.3% |
| Participant deferral / active EE | $1,287 | $3,467-62.9% | $4,654-72.3% | $3,952-67.4% |
| Admin fee / account holder | $4,567 | $5,470-16.5% | $6,754-32.4% | $6,261-27.1% |