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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 | $14,499 | $76,551-81.1% | $123,894-88.3% | $62,881-76.9% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 5.69% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $887 | $2,882-69.2% | $4,617-80.8% | $2,281-61.1% |
| Participant deferral / active EE | $1,076 | $4,840-77.8% | $5,984-82.0% | $3,203-66.4% |
| Admin fee / account holder | $1,662 | $4,826-65.6% | $8,357-80.1% | $4,296-61.3% |