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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 | $12,912 | $86,940-85.1% | $102,434-87.4% | $80,935-84.0% |
| Participation rate | 93.6% | 72.4%+21.2pp | 76.5%+17.1pp | 67.7%+26.0pp |
| Annual return | 7.40% | 18.89%-11.5pp | 29.46%-22.1pp | 35.66%-28.3pp |
| Employer contribution / active EE | $1,492 | $2,370-37.0% | $3,023-50.6% | $2,757-45.9% |
| Participant deferral / active EE | $1,039 | $4,121-74.8% | $5,055-79.4% | $4,299-75.8% |
| Admin fee / account holder | $5,697 | $8,047-29.2% | $9,462-39.8% | $6,924-17.7% |