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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 | $20,793 | $86,919-76.1% | $102,457-79.7% | $80,911-74.3% |
| Participation rate | 75.6% | 72.4%+3.2pp | 76.5%-0.9pp | 67.6%+7.9pp |
| Annual return | 10.37% | 18.90%-8.5pp | 29.41%-19.0pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,398 | $2,368-41.0% | $3,022-53.8% | $2,756-49.3% |
| Participant deferral / active EE | $1,773 | $4,119-56.9% | $5,054-64.9% | $4,297-58.7% |
| Admin fee / account holder | $1,395 | $8,049-82.7% | $9,451-85.2% | $6,935-79.9% |