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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 | $29,628 | $97,550-69.6% | $120,344-75.4% | $87,485-66.1% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.7%+19.8pp | 68.9%+27.6pp |
| Annual return | 4.09% | 18.41%-14.3pp | 20.30%-16.2pp | 26.06%-22.0pp |
| Employer contribution / active EE | $1,065 | $2,291-53.5% | $3,020-64.7% | $2,596-59.0% |
| Participant deferral / active EE | $357 | $4,230-91.6% | $5,135-93.1% | $4,274-91.7% |
| Admin fee / account holder | $523 | $9,543-94.5% | $12,742-95.9% | $7,775-93.3% |