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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 | $87,132-73.9% | $105,624-78.4% | $80,959-71.9% |
| Participation rate | 87.9% | 70.4%+17.4pp | 75.3%+12.6pp | 67.7%+20.2pp |
| Annual return | 9.37% | 17.03%-7.7pp | 116.20%-106.8pp | 35.67%-26.3pp |
| Employer contribution / active EE | $2,712 | $2,397+13.1% | $3,168-14.4% | $2,757-1.6% |
| Participant deferral / active EE | $1,177 | $3,985-70.5% | $5,013-76.5% | $4,300-72.6% |
| Admin fee / account holder | $3,678 | $8,449-56.5% | $10,961-66.4% | $6,925-46.9% |