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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 | $11,865 | $81,504-85.4% | $102,437-88.4% | $80,959-85.3% |
| Participation rate | 83.3% | 66.9%+16.5pp | 74.5%+8.8pp | 67.7%+15.7pp |
| Annual return | 8.14% | 25.60%-17.5pp | 24.95%-16.8pp | 35.67%-27.5pp |
| Employer contribution / active EE | $2,442 | $3,104-21.3% | $3,871-36.9% | $2,757-11.4% |
| Participant deferral / active EE | $773 | $3,871-80.0% | $5,060-84.7% | $4,300-82.0% |
| Admin fee / account holder | $1,636 | $6,719-75.7% | $8,388-80.5% | $6,925-76.4% |