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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 | $86,919-66.8% | $102,457-71.8% | $80,911-64.3% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 4.51% | 18.90%-14.4pp | 29.41%-24.9pp | 35.63%-31.1pp |
| Employer contribution / active EE | $2,504 | $2,368+5.7% | $3,022-17.1% | $2,756-9.1% |
| Participant deferral / active EE | $1,611 | $4,119-60.9% | $5,054-68.1% | $4,297-62.5% |
| Admin fee / account holder | $591 | $8,049-92.7% | $9,451-93.7% | $6,935-91.5% |