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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 | $15,533 | $72,269-78.5% | $101,271-84.7% | $79,852-80.5% |
| Participation rate | 89.7% | 68.5%+21.2pp | 75.8%+13.8pp | 69.6%+20.0pp |
| Annual return | 10.23% | 22.29%-12.1pp | 46.48%-36.3pp | 31.72%-21.5pp |
| Employer contribution / active EE | $4,703 | $2,692+74.7% | $3,660+28.5% | $2,471+90.3% |
| Participant deferral / active EE | $65 | $3,282-98.0% | $4,371-98.5% | $3,740-98.3% |
| Admin fee / account holder | $4,272 | $4,401-2.9% | $5,948-28.2% | $5,306-19.5% |