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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 | $20,180 | $81,487-75.2% | $102,412-80.3% | $80,935-75.1% |
| Participation rate | 75.4% | 66.8%+8.6pp | 74.5%+0.9pp | 67.7%+7.8pp |
| Annual return | 5.17% | 25.60%-20.4pp | 24.94%-19.8pp | 35.66%-30.5pp |
| Employer contribution / active EE | $2,144 | $3,103-30.9% | $3,870-44.6% | $2,757-22.2% |
| Participant deferral / active EE | $1,441 | $3,871-62.8% | $5,060-71.5% | $4,299-66.5% |
| Admin fee / account holder | $878 | $6,717-86.9% | $8,388-89.5% | $6,924-87.3% |