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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 | $33,099 | $149,446-77.9% | $256,809-87.1% | $94,015-64.8% |
| Participation rate | 96.3% | 85.3%+11.0pp | 88.5%+7.8pp | 70.8%+25.5pp |
| Annual return | 9.52% | 17.55%-8.0pp | 32.73%-23.2pp | 17.84%-8.3pp |
| Employer contribution / active EE | $1,674 | $4,596-63.6% | $7,263-77.0% | $2,790-40.0% |
| Participant deferral / active EE | $2,223 | $6,491-65.8% | $9,520-76.6% | $4,249-47.7% |
| Admin fee / account holder | $689 | $24,035-97.1% | $25,146-97.3% | $8,951-92.3% |