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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 | $38,103 | $123,793-69.2% | $177,848-78.6% | $79,856-52.3% |
| Participation rate | 85.1% | 84.7%+0.4pp | 87.7%-2.6pp | 69.6%+15.4pp |
| Annual return | 4.16% | 22.82%-18.7pp | 48.33%-44.2pp | 31.71%-27.6pp |
| Employer contribution / active EE | $1,281 | $4,095-68.7% | $5,919-78.4% | $2,471-48.1% |
| Participant deferral / active EE | $2,319 | $5,956-61.1% | $7,714-69.9% | $3,741-38.0% |
| Admin fee / account holder | $7,855 | $7,243+8.5% | $12,431-36.8% | $5,306+48.0% |