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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 | $24,492 | $95,453-74.3% | $112,040-78.1% | $82,448-70.3% |
| Participation rate | 94.4% | 72.8%+21.6pp | 76.5%+17.9pp | 68.1%+26.3pp |
| Annual return | 10.14% | 23.92%-13.8pp | 24.52%-14.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,096 | $2,318-52.7% | $2,954-62.9% | $2,551-57.1% |
| Participant deferral / active EE | $1,398 | $4,224-66.9% | $5,098-72.6% | $4,139-66.2% |
| Admin fee / account holder | $1,041 | $9,013-88.4% | $12,098-91.4% | $7,234-85.6% |