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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 | $97,550-67.8% | $120,344-73.9% | $87,485-64.0% |
| Participation rate | 89.1% | 72.8%+16.2pp | 76.7%+12.4pp | 68.9%+20.1pp |
| Annual return | 10.02% | 18.41%-8.4pp | 20.30%-10.3pp | 26.06%-16.0pp |
| Employer contribution / active EE | $4,581 | $2,291+100.0% | $3,020+51.7% | $2,596+76.5% |
| Participant deferral / active EE | $933 | $4,230-77.9% | $5,135-81.8% | $4,274-78.2% |
| Admin fee / account holder | $3,166 | $9,543-66.8% | $12,742-75.2% | $7,775-59.3% |