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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 | $86,938-68.5% | $102,423-73.2% | $80,925-66.1% |
| Participation rate | 74.1% | 72.4%+1.7pp | 76.5%-2.4pp | 67.7%+6.4pp |
| Annual return | 1.31% | 18.89%-17.6pp | 29.42%-28.1pp | 35.65%-34.3pp |
| Employer contribution / active EE | $4,039 | $2,369+70.5% | $3,023+33.6% | $2,756+46.5% |
| Participant deferral / active EE | $1,444 | $4,120-65.0% | $5,054-71.4% | $4,299-66.4% |
| Admin fee / account holder | $487 | $8,053-94.0% | $9,455-94.9% | $6,940-93.0% |