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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 | $21,306 | $108,825-80.4% | $156,181-86.4% | $82,448-74.2% |
| Participation rate | 97.7% | 72.4%+25.4pp | 78.8%+18.9pp | 68.1%+29.7pp |
| Annual return | 2.71% | 20.59%-17.9pp | 64.87%-62.2pp | 41.64%-38.9pp |
| Employer contribution / active EE | $1,710 | $2,870-40.4% | $4,294-60.2% | $2,551-33.0% |
| Participant deferral / active EE | $671 | $4,577-85.3% | $6,132-89.1% | $4,139-83.8% |
| Admin fee / account holder | $2,858 | $9,341-69.4% | $14,586-80.4% | $7,234-60.5% |