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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 | $97,550-73.3% | $120,344-78.4% | $87,485-70.3% |
| Participation rate | 86.1% | 72.8%+13.3pp | 76.7%+9.4pp | 68.9%+17.2pp |
| Annual return | 8.46% | 18.41%-10.0pp | 20.30%-11.8pp | 26.06%-17.6pp |
| Employer contribution / active EE | $2,577 | $2,291+12.5% | $3,020-14.7% | $2,596-0.7% |
| Participant deferral / active EE | $1,208 | $4,230-71.4% | $5,135-76.5% | $4,274-71.7% |
| Admin fee / account holder | $18,583 | $9,543+94.7% | $12,742+45.8% | $7,775+139.0% |