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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 | $16,890 | $67,602-75.0% | $82,312-79.5% | $70,126-75.9% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 8.61% | 21.57%-13.0pp | 25.88%-17.3pp | 73.15%-64.5pp |
| Employer contribution / active EE | $996 | $1,755-43.2% | $2,428-59.0% | $2,343-57.5% |
| Participant deferral / active EE | $577 | $2,987-80.7% | $3,706-84.4% | $3,332-82.7% |
| Admin fee / account holder | $3,751 | $4,512-16.9% | $5,608-33.1% | $4,645-19.3% |