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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 | $24,573 | $87,834-72.0% | $133,975-81.7% | $62,881-60.9% |
| Participation rate | 95.8% | 83.4%+12.5pp | 87.1%+8.8pp | 69.3%+26.5pp |
| Annual return | 5.35% | 12.05%-6.7pp | 29.29%-23.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,057 | $3,482-40.9% | $5,211-60.5% | $2,281-9.8% |
| Participant deferral / active EE | $926 | $4,812-80.8% | $6,282-85.3% | $3,203-71.1% |
| Admin fee / account holder | $4,238 | $5,372-21.1% | $9,324-54.5% | $4,296-1.3% |