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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 | $36,273 | $123,793-70.7% | $177,848-79.6% | $79,856-54.6% |
| Participation rate | 73.3% | 84.7%-11.3pp | 87.7%-14.4pp | 69.6%+3.7pp |
| Annual return | 5.80% | 22.82%-17.0pp | 48.33%-42.5pp | 31.71%-25.9pp |
| Employer contribution / active EE | $2,400 | $4,095-41.4% | $5,919-59.5% | $2,471-2.9% |
| Participant deferral / active EE | $285 | $5,956-95.2% | $7,714-96.3% | $3,741-92.4% |
| Admin fee / account holder | $593 | $7,243-91.8% | $12,431-95.2% | $5,306-88.8% |