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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 | $20,408 | $72,272-71.8% | $101,264-79.8% | $79,858-74.4% |
| Participation rate | 96.6% | 68.5%+28.1pp | 75.8%+20.7pp | 69.6%+26.9pp |
| Annual return | 9.56% | 22.30%-12.7pp | 46.48%-36.9pp | 31.72%-22.2pp |
| Employer contribution / active EE | $1,438 | $2,692-46.6% | $3,660-60.7% | $2,471-41.8% |
| Participant deferral / active EE | $1,296 | $3,282-60.5% | $4,370-70.4% | $3,740-65.4% |
| Admin fee / account holder | $4,737 | $4,401+7.6% | $5,947-20.4% | $5,306-10.7% |