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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 | $13,709 | $106,749-87.2% | $145,433-90.6% | $82,448-83.4% |
| Participation rate | 73.2% | 75.6%-2.5pp | 82.1%-8.9pp | 68.1%+5.1pp |
| Annual return | 10.45% | 27.59%-17.1pp | 66.58%-56.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,292 | $3,444-62.5% | $4,554-71.6% | $2,551-49.3% |
| Participant deferral / active EE | $2,189 | $6,519-66.4% | $7,897-72.3% | $4,139-47.1% |
| Admin fee / account holder | $5,575 | $8,390-33.5% | $13,129-57.5% | $7,234-22.9% |