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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 | $32,049 | $110,137-70.9% | $161,149-80.1% | $82,637-61.2% |
| Participation rate | 79.5% | 72.4%+7.2pp | 78.8%+0.7pp | 68.1%+11.5pp |
| Annual return | 9.69% | 20.69%-11.0pp | 21.16%-11.5pp | 53.51%-43.8pp |
| Employer contribution / active EE | $2,475 | $2,856-13.3% | $4,360-43.2% | $2,552-3.0% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $793 | $9,467-91.6% | $15,194-94.8% | $7,339-89.2% |