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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 | $11,735 | $95,404-87.7% | $113,397-89.7% | $82,637-85.8% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 11.73% | 19.08%-7.3pp | 23.20%-11.5pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,008 | $2,307-56.3% | $2,977-66.1% | $2,552-60.5% |
| Participant deferral / active EE | $1,160 | $4,220-72.5% | $5,076-77.2% | $4,126-71.9% |
| Admin fee / account holder | $1,567 | $9,168-82.9% | $11,957-86.9% | $7,339-78.7% |