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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 | $16,536 | $153,769-89.2% | $133,975-87.7% | $273,972-94.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 0.43% | 36.51%-36.1pp | 29.29%-28.9pp | 41.46%-41.0pp |
| Employer contribution / active EE | $5,507 | $6,029-8.7% | $5,211+5.7% | $4,869+13.1% |
| Participant deferral / active EE | $842 | $6,958-87.9% | $6,282-86.6% | $5,287-84.1% |
| Admin fee / account holder | $590 | $11,765-95.0% | $9,324-93.7% | $10,133-94.2% |