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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 | $31,663 | $87,834-64.0% | $133,975-76.4% | $62,881-49.6% |
| Participation rate | 98.1% | 83.4%+14.8pp | 87.1%+11.1pp | 69.3%+28.8pp |
| Annual return | 2.23% | 12.05%-9.8pp | 29.29%-27.1pp | 20.14%-17.9pp |
| Employer contribution / active EE | $1,318 | $3,482-62.1% | $5,211-74.7% | $2,281-42.2% |
| Participant deferral / active EE | $1,072 | $4,812-77.7% | $6,282-82.9% | $3,203-66.5% |
| Admin fee / account holder | $4,253 | $5,372-20.8% | $9,324-54.4% | $4,296-1.0% |