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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 | $40,914 | $146,267-72.0% | $197,124-79.2% | $82,448-50.4% |
| Participation rate | 98.1% | 84.0%+14.1pp | 86.7%+11.4pp | 68.1%+30.0pp |
| Annual return | 10.51% | 29.61%-19.1pp | 44.34%-33.8pp | 41.64%-31.1pp |
| Employer contribution / active EE | $2,152 | $4,723-54.4% | $6,227-65.4% | $2,551-15.7% |
| Participant deferral / active EE | $2,051 | $7,035-70.8% | $9,135-77.5% | $4,139-50.5% |
| Admin fee / account holder | $6,850 | $14,422-52.5% | $16,298-58.0% | $7,234-5.3% |