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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 | $22,188 | $60,349-63.2% | $74,184-70.1% | $62,881-64.7% |
| Participation rate | 96.0% | 72.7%+23.3pp | 76.6%+19.4pp | 69.3%+26.7pp |
| Annual return | 4.47% | 21.38%-16.9pp | 17.74%-13.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,436 | $1,680-14.6% | $2,370-39.4% | $2,281-37.1% |
| Participant deferral / active EE | $1,180 | $2,856-58.7% | $3,550-66.8% | $3,203-63.2% |
| Admin fee / account holder | $1,605 | $4,261-62.3% | $5,586-71.3% | $4,296-62.6% |