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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 | $95,404-72.2% | $113,397-76.6% | $82,637-67.9% |
| Participation rate | 93.2% | 72.8%+20.4pp | 76.5%+16.7pp | 68.1%+25.1pp |
| Annual return | 10.07% | 19.08%-9.0pp | 23.20%-13.1pp | 53.51%-43.4pp |
| Employer contribution / active EE | $2,464 | $2,307+6.8% | $2,977-17.2% | $2,552-3.4% |
| Participant deferral / active EE | $952 | $4,220-77.4% | $5,076-81.2% | $4,126-76.9% |
| Admin fee / account holder | $3,980 | $9,168-56.6% | $11,957-66.7% | $7,339-45.8% |