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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 | $21,383 | $106,749-80.0% | $145,433-85.3% | $82,448-74.1% |
| Participation rate | 87.1% | 75.6%+11.4pp | 82.1%+5.0pp | 68.1%+19.0pp |
| Annual return | 13.45% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $825 | $3,444-76.0% | $4,554-81.9% | $2,551-67.6% |
| Participant deferral / active EE | $1,611 | $6,519-75.3% | $7,897-79.6% | $4,139-61.1% |
| Admin fee / account holder | $352 | $8,390-95.8% | $13,129-97.3% | $7,234-95.1% |