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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 | $13,111 | $95,453-86.3% | $112,040-88.3% | $82,448-84.1% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.5%+14.8pp | 68.1%+23.2pp |
| Annual return | 2.39% | 23.92%-21.5pp | 24.52%-22.1pp | 41.64%-39.2pp |
| Employer contribution / active EE | $2,817 | $2,318+21.5% | $2,954-4.6% | $2,551+10.4% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,295 | $9,013-85.6% | $12,098-89.3% | $7,234-82.1% |