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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 | $21,238 | $114,712-81.5% | $173,730-87.8% | $87,485-75.7% |
| Participation rate | 93.5% | 73.0%+20.6pp | 79.6%+14.0pp | 68.9%+24.6pp |
| Annual return | 3.46% | 20.18%-16.7pp | 19.96%-16.5pp | 26.06%-22.6pp |
| Employer contribution / active EE | $7,097 | $2,904+144.4% | $4,577+55.0% | $2,596+173.4% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,941 | $10,210-12.4% | $17,523-49.0% | $7,775+15.0% |