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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 | $21,500 | $76,834-72.0% | $108,359-80.2% | $87,485-75.4% |
| Participation rate | 71.0% | 61.7%+9.2pp | 70.1%+0.8pp | 68.9%+2.0pp |
| Annual return | 5.48% | 19.09%-13.6pp | 36.89%-31.4pp | 26.06%-20.6pp |
| Employer contribution / active EE | $1,566 | $1,556+0.6% | $2,399-34.7% | $2,596-39.7% |
| Participant deferral / active EE | $1,267 | $3,100-59.1% | $4,137-69.4% | $4,274-70.4% |
| Admin fee / account holder | $1,289 | $6,537-80.3% | $9,741-86.8% | $7,775-83.4% |