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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 | $123,478-82.8% | $216,567-90.2% | $94,015-77.4% |
| Participation rate | 93.5% | 75.1%+18.4pp | 81.6%+11.9pp | 70.8%+22.7pp |
| Annual return | 3.46% | 23.61%-20.1pp | 12.94%-9.5pp | 17.84%-14.4pp |
| Employer contribution / active EE | $7,097 | $3,136+126.3% | $5,216+36.1% | $2,790+154.4% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $8,941 | $12,753-29.9% | $21,981-59.3% | $8,951-0.1% |