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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 | $21,027 | $81,504-74.2% | $102,437-79.5% | $80,959-74.0% |
| Participation rate | 80.8% | 66.9%+13.9pp | 74.5%+6.3pp | 67.7%+13.1pp |
| Annual return | 10.21% | 25.60%-15.4pp | 24.95%-14.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,008 | $3,104-67.5% | $3,871-73.9% | $2,757-63.4% |
| Participant deferral / active EE | $1,363 | $3,871-64.8% | $5,060-73.1% | $4,300-68.3% |
| Admin fee / account holder | $5,869 | $6,719-12.7% | $8,388-30.0% | $6,925-15.3% |