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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 | $21,811 | $78,423-72.2% | $95,964-77.3% | $79,856-72.7% |
| Participation rate | 95.6% | 73.5%+22.1pp | 77.1%+18.5pp | 69.6%+25.9pp |
| Annual return | 9.03% | 19.37%-10.3pp | 91.64%-82.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $2,222 | $1,945+14.2% | $2,541-12.6% | $2,471-10.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,923 | $5,622-65.8% | $6,797-71.7% | $5,306-63.8% |