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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 | $30,492 | $142,972-78.7% | $214,702-85.8% | $86,983-64.9% |
| Participation rate | 94.9% | 84.9%+10.0pp | 87.5%+7.4pp | 69.5%+25.3pp |
| Annual return | 11.13% | 18.49%-7.4pp | 54.55%-43.4pp | 25.83%-14.7pp |
| Employer contribution / active EE | $1,495 | $4,635-67.7% | $6,461-76.9% | $2,584-42.2% |
| Participant deferral / active EE | $2,296 | $6,568-65.0% | $9,147-74.9% | $4,194-45.3% |
| Admin fee / account holder | $501 | $17,617-97.2% | $19,830-97.5% | $7,856-93.6% |