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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 | $16,558 | $49,025-66.2% | $87,502-81.1% | $62,881-73.7% |
| Participation rate | 96.3% | 64.9%+31.4pp | 73.8%+22.5pp | 69.3%+27.0pp |
| Annual return | 2.57% | 10.02%-7.4pp | 12.21%-9.6pp | 20.14%-17.6pp |
| Employer contribution / active EE | $1,123 | $1,372-18.1% | $2,550-55.9% | $2,281-50.7% |
| Participant deferral / active EE | $719 | $2,289-68.6% | $3,149-77.2% | $3,203-77.5% |
| Admin fee / account holder | $5,974 | $4,065+46.9% | $4,221+41.5% | $4,296+39.1% |