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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 | $15,296 | $86,298-82.3% | $111,308-86.3% | $85,847-82.2% |
| Participation rate | 93.9% | 73.3%+20.6pp | 77.3%+16.6pp | 69.3%+24.6pp |
| Annual return | 8.69% | 19.99%-11.3pp | 54.67%-46.0pp | 318.61%-309.9pp |
| Employer contribution / active EE | $1,332 | $2,044-34.8% | $2,732-51.3% | $2,565-48.1% |
| Participant deferral / active EE | $709 | $3,641-80.5% | $4,487-84.2% | $3,952-82.1% |
| Admin fee / account holder | $1,199 | $8,189-85.4% | $7,965-84.9% | $6,261-80.9% |