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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 | $27,164 | $95,453-71.5% | $112,040-75.8% | $82,448-67.1% |
| Participation rate | 98.7% | 72.8%+25.9pp | 76.5%+22.2pp | 68.1%+30.6pp |
| Annual return | 6.51% | 23.92%-17.4pp | 24.52%-18.0pp | 41.64%-35.1pp |
| Employer contribution / active EE | $944 | $2,318-59.3% | $2,954-68.0% | $2,551-63.0% |
| Participant deferral / active EE | $971 | $4,224-77.0% | $5,098-81.0% | $4,139-76.5% |
| Admin fee / account holder | $10,395 | $9,013+15.3% | $12,098-14.1% | $7,234+43.7% |