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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 | $13,043 | $73,988-82.4% | $96,538-86.5% | $75,177-82.7% |
| Participation rate | 94.1% | 66.4%+27.7pp | 74.3%+19.8pp | 67.2%+26.9pp |
| Annual return | 12.15% | 26.73%-14.6pp | 35.74%-23.6pp | 160.75%-148.6pp |
| Employer contribution / active EE | $2,099 | $2,930-28.4% | $3,740-43.9% | $2,671-21.4% |
| Participant deferral / active EE | $147 | $3,660-96.0% | $4,880-97.0% | $4,126-96.4% |
| Admin fee / account holder | $1,900 | $5,220-63.6% | $6,737-71.8% | $5,651-66.4% |