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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 | $31,452 | $95,453-67.0% | $112,040-71.9% | $82,448-61.9% |
| Participation rate | 89.1% | 72.8%+16.3pp | 76.5%+12.6pp | 68.1%+21.0pp |
| Annual return | 10.02% | 23.92%-13.9pp | 24.52%-14.5pp | 41.64%-31.6pp |
| Employer contribution / active EE | $4,581 | $2,318+97.7% | $2,954+55.1% | $2,551+79.6% |
| Participant deferral / active EE | $933 | $4,224-77.9% | $5,098-81.7% | $4,139-77.5% |
| Admin fee / account holder | $3,166 | $9,013-64.9% | $12,098-73.8% | $7,234-56.2% |