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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 | $26,421 | $199,109-86.7% | $173,730-84.8% | $154,746-82.9% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 5.34% | 20.02%-14.7pp | 19.96%-14.6pp | 172.34%-167.0pp |
| Employer contribution / active EE | $1,210 | $5,311-77.2% | $4,577-73.6% | $4,379-72.4% |
| Participant deferral / active EE | $1,721 | $7,113-75.8% | $6,326-72.8% | $6,730-74.4% |
| Admin fee / account holder | $2,904 | $20,916-86.1% | $17,523-83.4% | $14,365-79.8% |