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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 | $31,064 | $138,385-77.6% | $184,243-83.1% | $80,925-61.6% |
| Participation rate | 88.4% | 83.9%+4.5pp | 86.8%+1.5pp | 67.7%+20.7pp |
| Annual return | 9.26% | 20.02%-10.8pp | 28.82%-19.6pp | 35.65%-26.4pp |
| Employer contribution / active EE | $2,186 | $4,851-54.9% | $6,427-66.0% | $2,756-20.7% |
| Participant deferral / active EE | $2,341 | $7,075-66.9% | $9,132-74.4% | $4,299-45.5% |
| Admin fee / account holder | $9,500 | $10,489-9.4% | $13,914-31.7% | $6,940+36.9% |