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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 | $106,864-87.2% | $147,318-90.7% | $82,637-83.4% |
| Participation rate | 73.2% | 75.5%-2.3pp | 82.1%-8.9pp | 68.1%+5.1pp |
| Annual return | 10.45% | 27.49%-17.0pp | 70.43%-60.0pp | 53.51%-43.1pp |
| Employer contribution / active EE | $1,292 | $3,417-62.2% | $4,593-71.9% | $2,552-49.4% |
| Participant deferral / active EE | $2,189 | $6,496-66.3% | $7,906-72.3% | $4,126-46.9% |
| Admin fee / account holder | $5,575 | $8,415-33.7% | $13,708-59.3% | $7,339-24.0% |