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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 | $26,580 | $138,393-80.8% | $184,256-85.6% | $80,959-67.2% |
| Participation rate | 92.7% | 83.9%+8.8pp | 86.8%+5.9pp | 67.7%+25.0pp |
| Annual return | 10.74% | 20.01%-9.3pp | 28.85%-18.1pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,813 | $4,847-62.6% | $6,427-71.8% | $2,757-34.3% |
| Participant deferral / active EE | $2,945 | $7,076-58.4% | $9,133-67.8% | $4,300-31.5% |
| Admin fee / account holder | $979 | $10,489-90.7% | $13,899-93.0% | $6,925-85.9% |