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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 | $17,962 | $93,598-80.8% | $135,974-86.8% | $75,173-76.1% |
| Participation rate | 86.2% | 75.2%+11.0pp | 81.9%+4.3pp | 67.2%+19.0pp |
| Annual return | 14.04% | 30.89%-16.8pp | 68.30%-54.3pp | 160.72%-146.7pp |
| Employer contribution / active EE | $1,175 | $3,538-66.8% | $4,859-75.8% | $2,671-56.0% |
| Participant deferral / active EE | $2,068 | $6,405-67.7% | $7,760-73.3% | $4,126-49.9% |
| Admin fee / account holder | $1,984 | $6,978-71.6% | $10,767-81.6% | $5,651-64.9% |