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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 | $16,468 | $97,550-83.1% | $120,344-86.3% | $87,485-81.2% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.7%+20.4pp | 68.9%+28.2pp |
| Annual return | 9.61% | 18.41%-8.8pp | 20.30%-10.7pp | 26.06%-16.4pp |
| Employer contribution / active EE | $768 | $2,291-66.5% | $3,020-74.6% | $2,596-70.4% |
| Participant deferral / active EE | $1,318 | $4,230-68.8% | $5,135-74.3% | $4,274-69.2% |
| Admin fee / account holder | $1,864 | $9,543-80.5% | $12,742-85.4% | $7,775-76.0% |