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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 | $22,334 | $80,983-72.4% | $96,544-76.9% | $75,177-70.3% |
| Participation rate | 83.9% | 71.8%+12.1pp | 76.0%+7.9pp | 67.2%+16.7pp |
| Annual return | 8.43% | 27.05%-18.6pp | 25.88%-17.4pp | 160.75%-152.3pp |
| Employer contribution / active EE | $1,613 | $2,282-29.3% | $2,966-45.6% | $2,671-39.6% |
| Participant deferral / active EE | $1,330 | $3,929-66.2% | $4,851-72.6% | $4,126-67.8% |
| Admin fee / account holder | $6,766 | $6,717+0.7% | $8,254-18.0% | $5,651+19.7% |