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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 | $27,140 | $87,834-69.1% | $133,975-79.7% | $62,881-56.8% |
| Participation rate | 94.6% | 83.4%+11.2pp | 87.1%+7.5pp | 69.3%+25.3pp |
| Annual return | 5.39% | 12.05%-6.7pp | 29.29%-23.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,496 | $3,482-57.0% | $5,211-71.3% | $2,281-34.4% |
| Participant deferral / active EE | $2,101 | $4,812-56.3% | $6,282-66.5% | $3,203-34.4% |
| Admin fee / account holder | $2,075 | $5,372-61.4% | $9,324-77.7% | $4,296-51.7% |