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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 | $14,339 | $76,551-81.3% | $123,894-88.4% | $62,881-77.2% |
| Participation rate | 77.3% | 73.0%+4.3pp | 81.4%-4.1pp | 69.3%+8.0pp |
| Annual return | 5.79% | 18.68%-12.9pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,123 | $2,882-61.1% | $4,617-75.7% | $2,281-50.8% |
| Participant deferral / active EE | $1,828 | $4,840-62.2% | $5,984-69.5% | $3,203-42.9% |
| Admin fee / account holder | $329 | $4,826-93.2% | $8,357-96.1% | $4,296-92.3% |