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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 | $35,050 | $97,550-64.1% | $120,344-70.9% | $87,485-59.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 10.66% | 18.41%-7.8pp | 20.30%-9.6pp | 26.06%-15.4pp |
| Employer contribution / active EE | $1,804 | $2,291-21.3% | $3,020-40.3% | $2,596-30.5% |
| Participant deferral / active EE | $1,836 | $4,230-56.6% | $5,135-64.2% | $4,274-57.0% |
| Admin fee / account holder | $13,175 | $9,543+38.1% | $12,742+3.4% | $7,775+69.5% |