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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 | $34,568 | $138,393-75.0% | $184,256-81.2% | $80,959-57.3% |
| Participation rate | 73.5% | 83.9%-10.4pp | 86.8%-13.4pp | 67.7%+5.8pp |
| Annual return | 8.56% | 20.01%-11.5pp | 28.85%-20.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $2,278 | $4,847-53.0% | $6,427-64.6% | $2,757-17.4% |
| Participant deferral / active EE | $2,534 | $7,076-64.2% | $9,133-72.3% | $4,300-41.1% |
| Admin fee / account holder | $9,420 | $10,489-10.2% | $13,899-32.2% | $6,925+36.0% |