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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 | $24,071 | $86,949-72.3% | $102,460-76.5% | $80,959-70.3% |
| Participation rate | 94.4% | 72.4%+22.1pp | 76.5%+17.9pp | 67.7%+26.8pp |
| Annual return | 8.64% | 18.89%-10.3pp | 29.47%-20.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $2,500 | $2,370+5.5% | $3,025-17.4% | $2,757-9.3% |
| Participant deferral / active EE | $730 | $4,121-82.3% | $5,056-85.6% | $4,300-83.0% |
| Admin fee / account holder | $1,953 | $8,048-75.7% | $9,460-79.4% | $6,925-71.8% |