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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 | $18,025 | $72,269-75.1% | $101,271-82.2% | $79,852-77.4% |
| Participation rate | 75.8% | 68.5%+7.3pp | 75.8%0pp | 69.6%+6.2pp |
| Annual return | 8.54% | 22.29%-13.8pp | 46.48%-37.9pp | 31.72%-23.2pp |
| Employer contribution / active EE | $1,183 | $2,692-56.1% | $3,660-67.7% | $2,471-52.1% |
| Participant deferral / active EE | $1,184 | $3,282-63.9% | $4,371-72.9% | $3,740-68.3% |
| Admin fee / account holder | $2,854 | $4,401-35.2% | $5,948-52.0% | $5,306-46.2% |