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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 | $26,188 | $86,940-69.9% | $102,434-74.4% | $80,935-67.6% |
| Participation rate | 78.9% | 72.4%+6.6pp | 76.5%+2.4pp | 67.7%+11.3pp |
| Annual return | 8.09% | 18.89%-10.8pp | 29.46%-21.4pp | 35.66%-27.6pp |
| Employer contribution / active EE | $1,093 | $2,370-53.9% | $3,023-63.9% | $2,757-60.4% |
| Participant deferral / active EE | $1,830 | $4,121-55.6% | $5,055-63.8% | $4,299-57.4% |
| Admin fee / account holder | $2,747 | $8,047-65.9% | $9,462-71.0% | $6,924-60.3% |