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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 | $68,607-52.0% | $147,027-77.6% | $64,340-48.8% |
| Participation rate | 77.0% | 50.4%+26.6pp | 73.7%+3.2pp | 55.2%+21.7pp |
| Annual return | 7.69% | 13.75%-6.1pp | 20.23%-12.5pp | 24.14%-16.5pp |
| Employer contribution / active EE | $1,749 | $1,554+12.6% | $3,626-51.8% | $1,862-6.0% |
| Participant deferral / active EE | $92 | $2,402-96.2% | $4,933-98.1% | $2,980-96.9% |
| Admin fee / account holder | $4,638 | $3,287+41.1% | $12,223-62.1% | $3,703+25.3% |