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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 | $22,776 | $87,059-73.8% | $105,608-78.4% | $80,925-71.9% |
| Participation rate | 87.9% | 70.4%+17.4pp | 75.3%+12.6pp | 67.7%+20.2pp |
| Annual return | 9.37% | 17.05%-7.7pp | 116.50%-107.1pp | 35.65%-26.3pp |
| Employer contribution / active EE | $2,712 | $2,396+13.2% | $3,167-14.4% | $2,756-1.6% |
| Participant deferral / active EE | $1,177 | $3,986-70.5% | $5,010-76.5% | $4,299-72.6% |
| Admin fee / account holder | $3,678 | $8,443-56.4% | $11,028-66.6% | $6,940-47.0% |