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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 | $115,931-73.8% | $185,441-83.6% | $86,983-65.0% |
| Participation rate | 96.2% | 73.6%+22.6pp | 80.3%+16.0pp | 69.5%+26.7pp |
| Annual return | 10.47% | 21.47%-11.0pp | 20.16%-9.7pp | 25.83%-15.4pp |
| Employer contribution / active EE | $1,476 | $2,937-49.8% | $4,672-68.4% | $2,584-42.9% |
| Participant deferral / active EE | $1,289 | $4,551-71.7% | $6,152-79.0% | $4,194-69.3% |
| Admin fee / account holder | $4,924 | $10,687-53.9% | $17,890-72.5% | $7,856-37.3% |