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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 | $21,863 | $94,436-76.8% | $115,599-81.1% | $82,637-73.5% |
| Participation rate | 92.1% | 70.4%+21.7pp | 74.3%+17.9pp | 68.1%+24.1pp |
| Annual return | 10.08% | 18.37%-8.3pp | 111.10%-101.0pp | 53.51%-43.4pp |
| Employer contribution / active EE | $3,738 | $2,324+60.9% | $2,955+26.5% | $2,552+46.5% |
| Participant deferral / active EE | $1,085 | $3,955-72.6% | $4,889-77.8% | $4,126-73.7% |
| Admin fee / account holder | $1,922 | $10,328-81.4% | $12,841-85.0% | $7,339-73.8% |