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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 | $15,372 | $56,894-73.0% | $84,753-81.9% | $62,881-75.6% |
| Participation rate | 78.4% | 68.5%+9.9pp | 76.6%+1.8pp | 69.3%+9.1pp |
| Annual return | 2.67% | 6.30%-3.6pp | 22.78%-20.1pp | 20.14%-17.5pp |
| Employer contribution / active EE | $3,136 | $2,400+30.7% | $3,574-12.3% | $2,281+37.5% |
| Participant deferral / active EE | $658 | $2,709-75.7% | $3,712-82.3% | $3,203-79.4% |
| Admin fee / account holder | $3,343 | $3,581-6.6% | $5,333-37.3% | $4,296-22.2% |