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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 | $26,557 | $97,550-72.8% | $120,344-77.9% | $87,485-69.6% |
| Participation rate | 93.2% | 72.8%+20.4pp | 76.7%+16.5pp | 68.9%+24.3pp |
| Annual return | 10.07% | 18.41%-8.3pp | 20.30%-10.2pp | 26.06%-16.0pp |
| Employer contribution / active EE | $2,464 | $2,291+7.6% | $3,020-18.4% | $2,596-5.1% |
| Participant deferral / active EE | $952 | $4,230-77.5% | $5,135-81.5% | $4,274-77.7% |
| Admin fee / account holder | $3,980 | $9,543-58.3% | $12,742-68.8% | $7,775-48.8% |