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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 | $30,492 | $149,446-79.6% | $256,809-88.1% | $94,015-67.6% |
| Participation rate | 94.9% | 85.3%+9.6pp | 88.5%+6.3pp | 70.8%+24.1pp |
| Annual return | 11.13% | 17.55%-6.4pp | 32.73%-21.6pp | 17.84%-6.7pp |
| Employer contribution / active EE | $1,495 | $4,596-67.5% | $7,263-79.4% | $2,790-46.4% |
| Participant deferral / active EE | $2,296 | $6,491-64.6% | $9,520-75.9% | $4,249-46.0% |
| Admin fee / account holder | $501 | $24,035-97.9% | $25,146-98.0% | $8,951-94.4% |