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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 | $16,708 | $63,365-73.6% | $91,994-81.8% | $72,976-77.1% |
| Participation rate | 74.2% | 72.5%+1.7pp | 78.6%-4.4pp | 69.5%+4.7pp |
| Annual return | 15.24% | 35.35%-20.1pp | 69.04%-53.8pp | 81.02%-65.8pp |
| Employer contribution / active EE | $688 | $2,116-67.5% | $3,453-80.1% | $2,440-71.8% |
| Participant deferral / active EE | $1,056 | $4,883-78.4% | $5,924-82.2% | $3,608-70.7% |
| Admin fee / account holder | $2,158 | $4,670-53.8% | $7,744-72.1% | $5,124-57.9% |