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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 | $21,116 | $87,733-75.9% | $106,554-80.2% | $85,851-75.4% |
| Participation rate | 76.1% | 71.9%+4.2pp | 76.1%-0.1pp | 69.3%+6.8pp |
| Annual return | 10.74% | 21.86%-11.1pp | 26.80%-16.1pp | 318.63%-307.9pp |
| Employer contribution / active EE | $668 | $2,073-67.8% | $2,819-76.3% | $2,565-74.0% |
| Participant deferral / active EE | $1,316 | $3,469-62.1% | $4,398-70.1% | $3,952-66.7% |
| Admin fee / account holder | $6,867 | $6,767+1.5% | $7,408-7.3% | $6,261+9.7% |