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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 | $26,675 | $109,359-75.6% | $162,166-83.6% | $72,986-63.5% |
| Participation rate | 98.3% | 84.3%+14.1pp | 87.6%+10.8pp | 69.5%+28.8pp |
| Annual return | 7.53% | 25.46%-17.9pp | 115.59%-108.1pp | 81.01%-73.5pp |
| Employer contribution / active EE | $1,541 | $3,907-60.6% | $5,614-72.5% | $2,440-36.8% |
| Participant deferral / active EE | $1,269 | $5,481-76.9% | $7,298-82.6% | $3,607-64.8% |
| Admin fee / account holder | $1,467 | $7,972-81.6% | $10,842-86.5% | $5,124-71.4% |