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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 | $15,360 | $72,272-78.7% | $101,264-84.8% | $79,858-80.8% |
| Participation rate | 76.8% | 68.5%+8.4pp | 75.8%+1.0pp | 69.6%+7.2pp |
| Annual return | 9.63% | 22.30%-12.7pp | 46.48%-36.9pp | 31.72%-22.1pp |
| Employer contribution / active EE | $3,035 | $2,692+12.8% | $3,660-17.1% | $2,471+22.8% |
| Participant deferral / active EE | $81 | $3,282-97.5% | $4,370-98.1% | $3,740-97.8% |
| Admin fee / account holder | $4,325 | $4,401-1.7% | $5,947-27.3% | $5,306-18.5% |