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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 | $30,471 | $149,446-79.6% | $256,809-88.1% | $94,015-67.6% |
| Participation rate | 85.7% | 85.3%+0.4pp | 88.5%-2.8pp | 70.8%+14.9pp |
| Annual return | 11.96% | 17.55%-5.6pp | 32.73%-20.8pp | 17.84%-5.9pp |
| Employer contribution / active EE | $2,524 | $4,596-45.1% | $7,263-65.2% | $2,790-9.5% |
| Participant deferral / active EE | $2,914 | $6,491-55.1% | $9,520-69.4% | $4,249-31.4% |
| Admin fee / account holder | $424 | $24,035-98.2% | $25,146-98.3% | $8,951-95.3% |