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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 | $14,057 | $69,590-79.8% | $136,867-89.7% | $94,015-85.0% |
| Participation rate | 87.0% | 66.3%+20.7pp | 74.5%+12.5pp | 70.8%+16.2pp |
| Annual return | 9.07% | 19.62%-10.6pp | 42.97%-33.9pp | 17.84%-8.8pp |
| Employer contribution / active EE | $697 | $2,396-70.9% | $3,547-80.3% | $2,790-75.0% |
| Participant deferral / active EE | $938 | $3,437-72.7% | $4,924-81.0% | $4,249-77.9% |
| Admin fee / account holder | $1,567 | $8,912-82.4% | $10,340-84.8% | $8,951-82.5% |