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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 | $16,861 | $93,598-82.0% | $135,974-87.6% | $75,173-77.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 12.06% | 30.89%-18.8pp | 68.30%-56.2pp | 160.72%-148.7pp |
| Employer contribution / active EE | $847 | $3,538-76.0% | $4,859-82.6% | $2,671-68.3% |
| Participant deferral / active EE | $2,176 | $6,405-66.0% | $7,760-72.0% | $4,126-47.3% |
| Admin fee / account holder | $2,892 | $6,978-58.6% | $10,767-73.1% | $5,651-48.8% |