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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 | $24,214 | $86,938-72.1% | $102,423-76.4% | $80,925-70.1% |
| Participation rate | 92.6% | 72.4%+20.3pp | 76.5%+16.1pp | 67.7%+25.0pp |
| Annual return | 6.67% | 18.89%-12.2pp | 29.42%-22.8pp | 35.65%-29.0pp |
| Employer contribution / active EE | $1,859 | $2,369-21.5% | $3,023-38.5% | $2,756-32.5% |
| Participant deferral / active EE | $466 | $4,120-88.7% | $5,054-90.8% | $4,299-89.2% |
| Admin fee / account holder | $1,891 | $8,053-76.5% | $9,455-80.0% | $6,940-72.8% |