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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 | $21,038 | $67,602-68.9% | $82,312-74.4% | $70,126-70.0% |
| Participation rate | 74.3% | 72.8%+1.5pp | 76.9%-2.6pp | 69.5%+4.7pp |
| Annual return | 2.76% | 21.57%-18.8pp | 25.88%-23.1pp | 73.15%-70.4pp |
| Employer contribution / active EE | $5,647 | $1,755+221.8% | $2,428+132.6% | $2,343+141.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $481 | $4,512-89.3% | $5,608-91.4% | $4,645-89.6% |