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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 | $27,426 | $86,949-68.5% | $102,460-73.2% | $80,959-66.1% |
| Participation rate | 74.1% | 72.4%+1.7pp | 76.5%-2.4pp | 67.7%+6.4pp |
| Annual return | 1.31% | 18.89%-17.6pp | 29.47%-28.2pp | 35.67%-34.4pp |
| Employer contribution / active EE | $4,039 | $2,370+70.4% | $3,025+33.5% | $2,757+46.5% |
| Participant deferral / active EE | $1,444 | $4,121-65.0% | $5,056-71.4% | $4,300-66.4% |
| Admin fee / account holder | $487 | $8,048-94.0% | $9,460-94.9% | $6,925-93.0% |