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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 | $16,239 | $56,894-71.5% | $84,753-80.8% | $62,881-74.2% |
| Participation rate | 81.0% | 68.5%+12.4pp | 76.6%+4.4pp | 69.3%+11.6pp |
| Annual return | 3.06% | 6.30%-3.2pp | 22.78%-19.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $6,179 | $2,400+157.5% | $3,574+72.9% | $2,281+170.9% |
| Participant deferral / active EE | $700 | $2,709-74.2% | $3,712-81.1% | $3,203-78.1% |
| Admin fee / account holder | $3,309 | $3,581-7.6% | $5,333-38.0% | $4,296-23.0% |