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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 | $14,989 | $72,027-79.2% | $185,835-91.9% | $79,852-81.2% |
| Participation rate | 77.4% | 65.8%+11.7pp | 78.0%-0.6pp | 69.6%+7.8pp |
| Annual return | 10.97% | 23.13%-12.2pp | 35.96%-25.0pp | 31.72%-20.7pp |
| Employer contribution / active EE | $784 | $1,965-60.1% | $4,087-80.8% | $2,471-68.3% |
| Participant deferral / active EE | $956 | $3,780-74.7% | $5,633-83.0% | $3,740-74.4% |
| Admin fee / account holder | $998 | $4,513-77.9% | $9,502-89.5% | $5,306-81.2% |