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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 | $28,845 | $86,938-66.8% | $102,423-71.8% | $80,925-64.4% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.7%+15.7pp |
| Annual return | 4.51% | 18.89%-14.4pp | 29.42%-24.9pp | 35.65%-31.1pp |
| Employer contribution / active EE | $2,504 | $2,369+5.7% | $3,023-17.2% | $2,756-9.1% |
| Participant deferral / active EE | $1,611 | $4,120-60.9% | $5,054-68.1% | $4,299-62.5% |
| Admin fee / account holder | $591 | $8,053-92.7% | $9,455-93.7% | $6,940-91.5% |