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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 | $15,890 | $54,541-70.9% | $78,778-79.8% | $70,126-77.3% |
| Participation rate | 76.9% | 60.8%+16.1pp | 69.2%+7.7pp | 69.5%+7.4pp |
| Annual return | 9.39% | 21.07%-11.7pp | 35.62%-26.2pp | 73.15%-63.8pp |
| Employer contribution / active EE | $2,154 | $1,089+97.9% | $1,986+8.5% | $2,343-8.1% |
| Participant deferral / active EE | $105 | $2,210-95.2% | $2,958-96.4% | $3,332-96.8% |
| Admin fee / account holder | $9,223 | $3,709+148.7% | $5,134+79.6% | $4,645+98.5% |