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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 | $36,572 | $138,393-73.6% | $184,256-80.2% | $80,959-54.8% |
| Participation rate | 85.2% | 83.9%+1.3pp | 86.8%-1.6pp | 67.7%+17.5pp |
| Annual return | 10.81% | 20.01%-9.2pp | 28.85%-18.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $3,681 | $4,847-24.1% | $6,427-42.7% | $2,757+33.5% |
| Participant deferral / active EE | $1,132 | $7,076-84.0% | $9,133-87.6% | $4,300-73.7% |
| Admin fee / account holder | $1,809 | $10,489-82.8% | $13,899-87.0% | $6,925-73.9% |