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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 | $14,474 | $106,524-86.4% | $152,301-90.5% | $87,485-83.5% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.4%-1.0pp | 68.9%+12.5pp |
| Annual return | 12.07% | 26.89%-14.8pp | 80.50%-68.4pp | 26.06%-14.0pp |
| Employer contribution / active EE | $970 | $3,371-71.2% | $4,624-79.0% | $2,596-62.7% |
| Participant deferral / active EE | $1,346 | $6,525-79.4% | $8,004-83.2% | $4,274-68.5% |
| Admin fee / account holder | $4,861 | $8,287-41.3% | $14,398-66.2% | $7,775-37.5% |