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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 | $17,903 | $69,383-74.2% | $101,275-82.3% | $73,497-75.6% |
| Participation rate | 96.7% | 68.4%+28.3pp | 75.8%+20.9pp | 70.7%+26.0pp |
| Annual return | 8.21% | 18.46%-10.3pp | 46.48%-38.3pp | 28.51%-20.3pp |
| Employer contribution / active EE | $5,349 | $2,628+103.5% | $3,660+46.2% | $2,270+135.6% |
| Participant deferral / active EE | $737 | $3,301-77.7% | $4,371-83.1% | $3,740-80.3% |
| Admin fee / account holder | $9,446 | $704+1242.1% | $5,948+58.8% | $513+1741.0% |