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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 | $11,900 | $118,496-90.0% | $98,461-87.9% | $139,466-91.5% |
| Participation rate | 92.3% | 77.5%+14.8pp | 75.2%+17.1pp | 80.3%+12.0pp |
| Annual return | 8.34% | 18.96%-10.6pp | 21.17%-12.8pp | 373.66%-365.3pp |
| Employer contribution / active EE | $2,058 | $3,611-43.0% | $3,049-32.5% | $4,754-56.7% |
| Participant deferral / active EE | $1,145 | $5,393-78.8% | $4,738-75.8% | $6,712-82.9% |
| Admin fee / account holder | $3,786 | $14,056-73.1% | $8,961-57.7% | $11,409-66.8% |