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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 | $19,041 | $72,273-73.7% | $101,275-81.2% | $79,856-76.2% |
| Participation rate | 95.7% | 68.5%+27.2pp | 75.8%+19.8pp | 69.6%+26.0pp |
| Annual return | 1.46% | 22.30%-20.8pp | 46.48%-45.0pp | 31.71%-30.3pp |
| Employer contribution / active EE | $3,677 | $2,691+36.6% | $3,660+0.5% | $2,471+48.8% |
| Participant deferral / active EE | $1,329 | $3,282-59.5% | $4,371-69.6% | $3,741-64.5% |
| Admin fee / account holder | $3,226 | $4,401-26.7% | $5,948-45.8% | $5,306-39.2% |