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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 | $23,194 | $86,949-73.3% | $102,460-77.4% | $80,959-71.4% |
| Participation rate | 98.9% | 72.4%+26.5pp | 76.5%+22.4pp | 67.7%+31.2pp |
| Annual return | 9.73% | 18.89%-9.2pp | 29.47%-19.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,252 | $2,370-47.2% | $3,025-58.6% | $2,757-54.6% |
| Participant deferral / active EE | $1,466 | $4,121-64.4% | $5,056-71.0% | $4,300-65.9% |
| Admin fee / account holder | $2,844 | $8,048-64.7% | $9,460-69.9% | $6,925-58.9% |