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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 | $29,589 | $123,793-76.1% | $177,848-83.4% | $79,856-62.9% |
| Participation rate | 98.4% | 84.7%+13.7pp | 87.7%+10.6pp | 69.6%+28.7pp |
| Annual return | 4.62% | 22.82%-18.2pp | 48.33%-43.7pp | 31.71%-27.1pp |
| Employer contribution / active EE | $1,661 | $4,095-59.4% | $5,919-71.9% | $2,471-32.8% |
| Participant deferral / active EE | $1,409 | $5,956-76.3% | $7,714-81.7% | $3,741-62.3% |
| Admin fee / account holder | $762 | $7,243-89.5% | $12,431-93.9% | $5,306-85.6% |