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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 | $25,624 | $67,602-62.1% | $82,312-68.9% | $70,126-63.5% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.9%+19.9pp | 69.5%+27.2pp |
| Annual return | 3.64% | 21.57%-17.9pp | 25.88%-22.2pp | 73.15%-69.5pp |
| Employer contribution / active EE | $1,596 | $1,755-9.1% | $2,428-34.3% | $2,343-31.9% |
| Participant deferral / active EE | $525 | $2,987-82.4% | $3,706-85.8% | $3,332-84.3% |
| Admin fee / account holder | $460 | $4,512-89.8% | $5,608-91.8% | $4,645-90.1% |