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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 | $100,194-74.0% | $122,979-78.8% | $86,983-70.1% |
| Participation rate | 86.1% | 73.0%+13.1pp | 77.2%+8.9pp | 69.5%+16.6pp |
| Annual return | 8.46% | 16.47%-8.0pp | 20.12%-11.7pp | 25.83%-17.4pp |
| Employer contribution / active EE | $2,577 | $2,326+10.8% | $3,062-15.8% | $2,584-0.3% |
| Participant deferral / active EE | $1,208 | $4,133-70.8% | $5,003-75.9% | $4,194-71.2% |
| Admin fee / account holder | $18,583 | $10,148+83.1% | $12,864+44.5% | $7,856+136.6% |