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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 | $13,332 | $93,598-85.8% | $135,974-90.2% | $75,173-82.3% |
| Participation rate | 93.3% | 75.2%+18.1pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 14.08% | 30.89%-16.8pp | 68.30%-54.2pp | 160.72%-146.6pp |
| Employer contribution / active EE | $1,630 | $3,538-53.9% | $4,859-66.4% | $2,671-39.0% |
| Participant deferral / active EE | $1,154 | $6,405-82.0% | $7,760-85.1% | $4,126-72.0% |
| Admin fee / account holder | $1,015 | $6,978-85.5% | $10,767-90.6% | $5,651-82.0% |