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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 | $104,098-71.5% | $140,514-78.9% | $94,015-68.5% |
| Participation rate | 96.6% | 73.7%+22.8pp | 77.8%+18.8pp | 70.8%+25.7pp |
| Annual return | 4.09% | 15.14%-11.0pp | 14.36%-10.3pp | 17.84%-13.8pp |
| Employer contribution / active EE | $1,065 | $2,388-55.4% | $3,378-68.5% | $2,790-61.8% |
| Participant deferral / active EE | $357 | $4,033-91.2% | $4,919-92.8% | $4,249-91.6% |
| Admin fee / account holder | $523 | $10,439-95.0% | $13,697-96.2% | $8,951-94.2% |