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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 | $18,921 | $81,487-76.8% | $102,412-81.5% | $80,935-76.6% |
| Participation rate | 90.9% | 66.8%+24.1pp | 74.5%+16.4pp | 67.7%+23.2pp |
| Annual return | 8.17% | 25.60%-17.4pp | 24.94%-16.8pp | 35.66%-27.5pp |
| Employer contribution / active EE | $3,072 | $3,103-1.0% | $3,870-20.6% | $2,757+11.4% |
| Participant deferral / active EE | $241 | $3,871-93.8% | $5,060-95.2% | $4,299-94.4% |
| Admin fee / account holder | $2,424 | $6,717-63.9% | $8,388-71.1% | $6,924-65.0% |