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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 | $100,194-68.1% | $122,979-74.0% | $86,983-63.2% |
| Participation rate | 85.4% | 73.0%+12.4pp | 77.2%+8.2pp | 69.5%+15.8pp |
| Annual return | 2.96% | 16.47%-13.5pp | 20.12%-17.2pp | 25.83%-22.9pp |
| Employer contribution / active EE | $1,049 | $2,326-54.9% | $3,062-65.8% | $2,584-59.4% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6,374 | $10,148-37.2% | $12,864-50.5% | $7,856-18.9% |