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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 | $95,404-66.5% | $113,397-71.8% | $82,637-61.3% |
| Participation rate | 85.4% | 72.8%+12.5pp | 76.5%+8.9pp | 68.1%+17.3pp |
| Annual return | 2.96% | 19.08%-16.1pp | 23.20%-20.2pp | 53.51%-50.5pp |
| Employer contribution / active EE | $1,049 | $2,307-54.5% | $2,977-64.8% | $2,552-58.9% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,374 | $9,168-30.5% | $11,957-46.7% | $7,339-13.2% |