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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 | $21,143 | $125,797-83.2% | $170,057-87.6% | $75,177-71.9% |
| Participation rate | 76.2% | 83.6%-7.4pp | 87.0%-10.8pp | 67.2%+9.0pp |
| Annual return | 11.09% | 27.20%-16.1pp | 53.42%-42.3pp | 160.75%-149.7pp |
| Employer contribution / active EE | $2,114 | $4,616-54.2% | $6,790-68.9% | $2,671-20.9% |
| Participant deferral / active EE | $2,000 | $6,838-70.8% | $10,411-80.8% | $4,126-51.5% |
| Admin fee / account holder | $4,846 | $8,177-40.7% | $12,826-62.2% | $5,651-14.2% |