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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 | $28,398 | $95,404-70.2% | $113,397-75.0% | $82,637-65.6% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.5%+15.3pp | 68.1%+23.7pp |
| Annual return | 7.46% | 19.08%-11.6pp | 23.20%-15.7pp | 53.51%-46.0pp |
| Employer contribution / active EE | $748 | $2,307-67.6% | $2,977-74.9% | $2,552-70.7% |
| Participant deferral / active EE | $1,444 | $4,220-65.8% | $5,076-71.6% | $4,126-65.0% |
| Admin fee / account holder | $20,148 | $9,168+119.8% | $11,957+68.5% | $7,339+174.5% |