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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 | $32,963 | $71,615-54.0% | $153,416-78.5% | $65,306-49.5% |
| Participation rate | 77.0% | 49.3%+27.7pp | 74.3%+2.6pp | 57.7%+19.3pp |
| Annual return | 7.69% | 12.62%-4.9pp | 17.84%-10.1pp | 21.94%-14.2pp |
| Employer contribution / active EE | $1,749 | $1,488+17.6% | $3,764-53.5% | $1,967-11.1% |
| Participant deferral / active EE | $92 | $2,236-95.9% | $4,723-98.1% | $2,959-96.9% |
| Admin fee / account holder | $4,638 | $3,498+32.6% | $13,095-64.6% | $3,480+33.3% |