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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 | $16,784 | $91,424-81.6% | $135,942-87.7% | $71,495-76.5% |
| Participation rate | 81.1% | 75.7%+5.5pp | 81.9%-0.8pp | 67.9%+13.2pp |
| Annual return | 9.95% | 29.90%-19.9pp | 68.28%-58.3pp | 28.85%-18.9pp |
| Employer contribution / active EE | $1,376 | $3,704-62.9% | $4,858-71.7% | $2,589-46.9% |
| Participant deferral / active EE | $3,041 | $7,092-57.1% | $7,759-60.8% | $4,291-29.1% |
| Admin fee / account holder | $1,341 | $1,266+5.9% | $10,764-87.5% | $1,588-15.5% |