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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 | $106,864-81.7% | $147,318-86.7% | $82,637-76.4% |
| Participation rate | 71.6% | 75.5%-3.9pp | 82.1%-10.4pp | 68.1%+3.6pp |
| Annual return | 13.75% | 27.49%-13.7pp | 70.43%-56.7pp | 53.51%-39.8pp |
| Employer contribution / active EE | $4,239 | $3,417+24.1% | $4,593-7.7% | $2,552+66.1% |
| Participant deferral / active EE | $1,557 | $6,496-76.0% | $7,906-80.3% | $4,126-62.3% |
| Admin fee / account holder | $6,265 | $8,415-25.6% | $13,708-54.3% | $7,339-14.6% |