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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 | $19,979 | $94,436-78.8% | $115,599-82.7% | $82,637-75.8% |
| Participation rate | 75.0% | 70.4%+4.6pp | 74.3%+0.7pp | 68.1%+6.9pp |
| Annual return | 5.82% | 18.37%-12.6pp | 111.10%-105.3pp | 53.51%-47.7pp |
| Employer contribution / active EE | $2,558 | $2,324+10.1% | $2,955-13.5% | $2,552+0.2% |
| Participant deferral / active EE | $772 | $3,955-80.5% | $4,889-84.2% | $4,126-81.3% |
| Admin fee / account holder | $6,132 | $10,328-40.6% | $12,841-52.2% | $7,339-16.4% |