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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 | $40,203 | $146,267-72.5% | $197,124-79.6% | $82,448-51.2% |
| Participation rate | 86.7% | 84.0%+2.7pp | 86.7%0pp | 68.1%+18.6pp |
| Annual return | 11.17% | 29.61%-18.4pp | 44.34%-33.2pp | 41.64%-30.5pp |
| Employer contribution / active EE | $4,180 | $4,723-11.5% | $6,227-32.9% | $2,551+63.8% |
| Participant deferral / active EE | $2,396 | $7,035-65.9% | $9,135-73.8% | $4,139-42.1% |
| Admin fee / account holder | $3,026 | $14,422-79.0% | $16,298-81.4% | $7,234-58.2% |