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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 | $30,429 | $114,712-73.5% | $173,730-82.5% | $87,485-65.2% |
| Participation rate | 96.2% | 73.0%+23.2pp | 79.6%+16.7pp | 68.9%+27.3pp |
| Annual return | 10.47% | 20.18%-9.7pp | 19.96%-9.5pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,476 | $2,904-49.2% | $4,577-67.8% | $2,596-43.2% |
| Participant deferral / active EE | $1,289 | $4,642-72.2% | $6,326-79.6% | $4,274-69.8% |
| Admin fee / account holder | $4,924 | $10,210-51.8% | $17,523-71.9% | $7,775-36.7% |