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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 | $35,751 | $138,393-74.2% | $184,256-80.6% | $80,959-55.8% |
| Participation rate | 96.5% | 83.9%+12.6pp | 86.8%+9.6pp | 67.7%+28.8pp |
| Annual return | 5.79% | 20.01%-14.2pp | 28.85%-23.1pp | 35.67%-29.9pp |
| Employer contribution / active EE | $2,642 | $4,847-45.5% | $6,427-58.9% | $2,757-4.2% |
| Participant deferral / active EE | $2,570 | $7,076-63.7% | $9,133-71.9% | $4,300-40.2% |
| Admin fee / account holder | $414 | $10,489-96.1% | $13,899-97.0% | $6,925-94.0% |