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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 | $25,153 | $86,940-71.1% | $102,434-75.4% | $80,935-68.9% |
| Participation rate | 95.7% | 72.4%+23.3pp | 76.5%+19.2pp | 67.7%+28.1pp |
| Annual return | 7.49% | 18.89%-11.4pp | 29.46%-22.0pp | 35.66%-28.2pp |
| Employer contribution / active EE | $875 | $2,370-63.1% | $3,023-71.0% | $2,757-68.2% |
| Participant deferral / active EE | $1,487 | $4,121-63.9% | $5,055-70.6% | $4,299-65.4% |
| Admin fee / account holder | $5,676 | $8,047-29.5% | $9,462-40.0% | $6,924-18.0% |