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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 | $16,243 | $106,749-84.8% | $145,433-88.8% | $82,448-80.3% |
| Participation rate | 72.9% | 75.6%-2.7pp | 82.1%-9.2pp | 68.1%+4.8pp |
| Annual return | 11.61% | 27.59%-16.0pp | 66.58%-55.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,139 | $3,444-66.9% | $4,554-75.0% | $2,551-55.3% |
| Participant deferral / active EE | $171 | $6,519-97.4% | $7,897-97.8% | $4,139-95.9% |
| Admin fee / account holder | $1,305 | $8,390-84.4% | $13,129-90.1% | $7,234-82.0% |