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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 | $24,044 | $67,602-64.4% | $82,312-70.8% | $70,126-65.7% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 11.39% | 21.57%-10.2pp | 25.88%-14.5pp | 73.15%-61.8pp |
| Employer contribution / active EE | $1,342 | $1,755-23.5% | $2,428-44.7% | $2,343-42.7% |
| Participant deferral / active EE | $929 | $2,987-68.9% | $3,706-74.9% | $3,332-72.1% |
| Admin fee / account holder | $4,814 | $4,512+6.7% | $5,608-14.2% | $4,645+3.6% |