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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 | $106,524-84.8% | $152,301-89.3% | $87,485-81.4% |
| Participation rate | 72.9% | 75.8%-2.8pp | 82.4%-9.5pp | 68.9%+4.0pp |
| Annual return | 11.61% | 26.89%-15.3pp | 80.50%-68.9pp | 26.06%-14.4pp |
| Employer contribution / active EE | $1,139 | $3,371-66.2% | $4,624-75.4% | $2,596-56.1% |
| Participant deferral / active EE | $171 | $6,525-97.4% | $8,004-97.9% | $4,274-96.0% |
| Admin fee / account holder | $1,305 | $8,287-84.2% | $14,398-90.9% | $7,775-83.2% |