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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 | $17,639 | $54,541-67.7% | $78,778-77.6% | $70,126-74.8% |
| Participation rate | 97.2% | 60.8%+36.4pp | 69.2%+28.0pp | 69.5%+27.7pp |
| Annual return | 8.50% | 21.07%-12.6pp | 35.62%-27.1pp | 73.15%-64.6pp |
| Employer contribution / active EE | $1,489 | $1,089+36.8% | $1,986-25.0% | $2,343-36.4% |
| Participant deferral / active EE | $971 | $2,210-56.1% | $2,958-67.2% | $3,332-70.9% |
| Admin fee / account holder | $3,941 | $3,709+6.3% | $5,134-23.2% | $4,645-15.2% |