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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 | $14,623 | $72,273-79.8% | $101,275-85.6% | $79,856-81.7% |
| Participation rate | 76.5% | 68.5%+8.0pp | 75.8%+0.7pp | 69.6%+6.8pp |
| Annual return | 4.51% | 22.30%-17.8pp | 46.48%-42.0pp | 31.71%-27.2pp |
| Employer contribution / active EE | $856 | $2,691-68.2% | $3,660-76.6% | $2,471-65.4% |
| Participant deferral / active EE | $1,067 | $3,282-67.5% | $4,371-75.6% | $3,741-71.5% |
| Admin fee / account holder | $2,949 | $4,401-33.0% | $5,948-50.4% | $5,306-44.4% |