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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 | $11,534 | $86,938-86.7% | $102,423-88.7% | $80,925-85.7% |
| Participation rate | 95.7% | 72.4%+23.3pp | 76.5%+19.1pp | 67.7%+28.0pp |
| Annual return | 2.47% | 18.89%-16.4pp | 29.42%-27.0pp | 35.65%-33.2pp |
| Employer contribution / active EE | $3,370 | $2,369+42.2% | $3,023+11.5% | $2,756+22.3% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,485 | $8,053+5.4% | $9,455-10.3% | $6,940+22.3% |