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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 | $26,021 | $95,453-72.7% | $112,040-76.8% | $82,448-68.4% |
| Participation rate | 86.1% | 72.8%+13.4pp | 76.5%+9.6pp | 68.1%+18.0pp |
| Annual return | 8.46% | 23.92%-15.5pp | 24.52%-16.1pp | 41.64%-33.2pp |
| Employer contribution / active EE | $2,577 | $2,318+11.2% | $2,954-12.7% | $2,551+1.0% |
| Participant deferral / active EE | $1,208 | $4,224-71.4% | $5,098-76.3% | $4,139-70.8% |
| Admin fee / account holder | $18,583 | $9,013+106.2% | $12,098+53.6% | $7,234+156.9% |