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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 | $13,627 | $81,504-83.3% | $102,437-86.7% | $80,959-83.2% |
| Participation rate | 89.5% | 66.9%+22.6pp | 74.5%+15.0pp | 67.7%+21.8pp |
| Annual return | 8.05% | 25.60%-17.5pp | 24.95%-16.9pp | 35.67%-27.6pp |
| Employer contribution / active EE | $4,790 | $3,104+54.3% | $3,871+23.8% | $2,757+73.7% |
| Participant deferral / active EE | $1,355 | $3,871-65.0% | $5,060-73.2% | $4,300-68.5% |
| Admin fee / account holder | $1,284 | $6,719-80.9% | $8,388-84.7% | $6,925-81.5% |