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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 | $24,345 | $153,769-84.2% | $133,975-81.8% | $273,972-91.1% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 3.02% | 36.51%-33.5pp | 29.29%-26.3pp | 41.46%-38.4pp |
| Employer contribution / active EE | $1,692 | $6,029-71.9% | $5,211-67.5% | $4,869-65.2% |
| Participant deferral / active EE | $2,226 | $6,958-68.0% | $6,282-64.6% | $5,287-57.9% |
| Admin fee / account holder | $1,674 | $11,765-85.8% | $9,324-82.0% | $10,133-83.5% |