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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 | $17,063 | $89,370-80.9% | $141,197-87.9% | $72,976-76.6% |
| Participation rate | 78.1% | 75.1%+3.0pp | 82.5%-4.4pp | 69.5%+8.6pp |
| Annual return | 13.76% | 111.88%-98.1pp | 71.41%-57.6pp | 81.02%-67.3pp |
| Employer contribution / active EE | $817 | $3,115-73.8% | $4,736-82.8% | $2,440-66.5% |
| Participant deferral / active EE | $2,023 | $5,419-62.7% | $6,710-69.9% | $3,608-43.9% |
| Admin fee / account holder | $1,577 | $5,957-73.5% | $10,265-84.6% | $5,124-69.2% |