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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 | $19,535 | $106,749-81.7% | $145,433-86.6% | $82,448-76.3% |
| Participation rate | 71.6% | 75.6%-4.0pp | 82.1%-10.5pp | 68.1%+3.6pp |
| Annual return | 13.75% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $4,239 | $3,444+23.1% | $4,554-6.9% | $2,551+66.2% |
| Participant deferral / active EE | $1,557 | $6,519-76.1% | $7,897-80.3% | $4,139-62.4% |
| Admin fee / account holder | $6,265 | $8,390-25.3% | $13,129-52.3% | $7,234-13.4% |