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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 | $86,919-72.3% | $102,457-76.5% | $80,911-70.2% |
| Participation rate | 94.4% | 72.4%+22.1pp | 76.5%+18.0pp | 67.6%+26.8pp |
| Annual return | 8.64% | 18.90%-10.3pp | 29.41%-20.8pp | 35.63%-27.0pp |
| Employer contribution / active EE | $2,500 | $2,368+5.5% | $3,022-17.3% | $2,756-9.3% |
| Participant deferral / active EE | $730 | $4,119-82.3% | $5,054-85.6% | $4,297-83.0% |
| Admin fee / account holder | $1,953 | $8,049-75.7% | $9,451-79.3% | $6,935-71.8% |