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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 | $27,343 | $101,798-73.1% | $165,071-83.4% | $80,935-66.2% |
| Participation rate | 96.0% | 71.8%+24.2pp | 78.6%+17.4pp | 67.7%+28.3pp |
| Annual return | 5.05% | 16.73%-11.7pp | 70.17%-65.1pp | 35.66%-30.6pp |
| Employer contribution / active EE | $8,360 | $2,954+182.9% | $4,347+92.3% | $2,757+203.2% |
| Participant deferral / active EE | $1,556 | $4,476-65.2% | $6,035-74.2% | $4,299-63.8% |
| Admin fee / account holder | $331 | $8,221-96.0% | $12,695-97.4% | $6,924-95.2% |