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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 | $15,765 | $118,467-86.7% | $98,450-84.0% | $139,456-88.7% |
| Participation rate | 91.7% | 77.5%+14.2pp | 75.2%+16.5pp | 80.3%+11.3pp |
| Annual return | 8.58% | 18.95%-10.4pp | 21.16%-12.6pp | 373.45%-364.9pp |
| Employer contribution / active EE | $893 | $3,611-75.3% | $3,049-70.7% | $4,753-81.2% |
| Participant deferral / active EE | $1,262 | $5,393-76.6% | $4,739-73.4% | $6,711-81.2% |
| Admin fee / account holder | $1,103 | $14,057-92.2% | $8,961-87.7% | $11,407-90.3% |