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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 | $31,993 | $95,453-66.5% | $112,040-71.4% | $82,448-61.2% |
| Participation rate | 85.4% | 72.8%+12.6pp | 76.5%+8.9pp | 68.1%+17.3pp |
| Annual return | 2.96% | 23.92%-21.0pp | 24.52%-21.6pp | 41.64%-38.7pp |
| Employer contribution / active EE | $1,049 | $2,318-54.8% | $2,954-64.5% | $2,551-58.9% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,374 | $9,013-29.3% | $12,098-47.3% | $7,234-11.9% |