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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 | $22,072 | $125,797-82.5% | $170,057-87.0% | $75,177-70.6% |
| Participation rate | 89.7% | 83.6%+6.1pp | 87.0%+2.7pp | 67.2%+22.5pp |
| Annual return | 13.24% | 27.20%-14.0pp | 53.42%-40.2pp | 160.75%-147.5pp |
| Employer contribution / active EE | $1,921 | $4,616-58.4% | $6,790-71.7% | $2,671-28.1% |
| Participant deferral / active EE | $2,832 | $6,838-58.6% | $10,411-72.8% | $4,126-31.4% |
| Admin fee / account holder | $7,384 | $8,177-9.7% | $12,826-42.4% | $5,651+30.7% |