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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 | $100,194-68.6% | $122,979-74.4% | $86,983-63.8% |
| Participation rate | 89.1% | 73.0%+16.1pp | 77.2%+11.9pp | 69.5%+19.5pp |
| Annual return | 10.02% | 16.47%-6.5pp | 20.12%-10.1pp | 25.83%-15.8pp |
| Employer contribution / active EE | $4,581 | $2,326+97.0% | $3,062+49.6% | $2,584+77.3% |
| Participant deferral / active EE | $933 | $4,133-77.4% | $5,003-81.4% | $4,194-77.8% |
| Admin fee / account holder | $3,166 | $10,148-68.8% | $12,864-75.4% | $7,856-59.7% |