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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 | $15,620 | $80,992-80.7% | $96,534-83.8% | $75,173-79.2% |
| Participation rate | 95.0% | 71.8%+23.2pp | 76.0%+19.0pp | 67.2%+27.8pp |
| Annual return | 6.80% | 27.05%-20.2pp | 25.88%-19.1pp | 160.72%-153.9pp |
| Employer contribution / active EE | $1,505 | $2,283-34.1% | $2,965-49.3% | $2,671-43.7% |
| Participant deferral / active EE | $1,121 | $3,929-71.5% | $4,851-76.9% | $4,126-72.8% |
| Admin fee / account holder | $1,902 | $6,717-71.7% | $8,253-77.0% | $5,651-66.3% |