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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 | $104,098-75.0% | $140,514-81.5% | $94,015-72.3% |
| Participation rate | 86.1% | 73.7%+12.4pp | 77.8%+8.3pp | 70.8%+15.3pp |
| Annual return | 8.46% | 15.14%-6.7pp | 14.36%-5.9pp | 17.84%-9.4pp |
| Employer contribution / active EE | $2,577 | $2,388+7.9% | $3,378-23.7% | $2,790-7.6% |
| Participant deferral / active EE | $1,208 | $4,033-70.1% | $4,919-75.4% | $4,249-71.6% |
| Admin fee / account holder | $18,583 | $10,439+78.0% | $13,697+35.7% | $8,951+107.6% |