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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 | $5,972 | $72,269-91.7% | $101,271-94.1% | $79,852-92.5% |
| Participation rate | 74.1% | 68.5%+5.6pp | 75.8%-1.7pp | 69.6%+4.4pp |
| Annual return | 8.26% | 22.29%-14.0pp | 46.48%-38.2pp | 31.72%-23.5pp |
| Employer contribution / active EE | $2,208 | $2,692-18.0% | $3,660-39.7% | $2,471-10.7% |
| Participant deferral / active EE | $849 | $3,282-74.1% | $4,371-80.6% | $3,740-77.3% |
| Admin fee / account holder | $935 | $4,401-78.8% | $5,948-84.3% | $5,306-82.4% |