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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 | $33,663 | $125,797-73.2% | $170,043-80.2% | $75,173-55.2% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.0%-1.3pp | 67.2%+18.5pp |
| Annual return | 5.72% | 27.20%-21.5pp | 53.40%-47.7pp | 160.72%-155.0pp |
| Employer contribution / active EE | $1,742 | $4,616-62.3% | $6,790-74.3% | $2,671-34.8% |
| Participant deferral / active EE | $1,763 | $6,838-74.2% | $10,410-83.1% | $4,126-57.3% |
| Admin fee / account holder | $387 | $8,177-95.3% | $12,824-97.0% | $5,651-93.2% |