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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 | $35,411 | $123,793-71.4% | $177,840-80.1% | $79,852-55.7% |
| Participation rate | 77.8% | 84.7%-6.9pp | 87.7%-9.9pp | 69.6%+8.1pp |
| Annual return | 8.14% | 22.82%-14.7pp | 48.32%-40.2pp | 31.72%-23.6pp |
| Employer contribution / active EE | $1,786 | $4,095-56.4% | $5,919-69.8% | $2,471-27.7% |
| Participant deferral / active EE | $2,514 | $5,956-57.8% | $7,714-67.4% | $3,740-32.8% |
| Admin fee / account holder | $2,144 | $7,243-70.4% | $12,431-82.7% | $5,306-59.6% |