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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 | $24,356 | $67,602-64.0% | $82,312-70.4% | $70,126-65.3% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.9%+21.1pp | 69.5%+28.4pp |
| Annual return | 10.02% | 21.57%-11.5pp | 25.88%-15.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $2,950 | $1,755+68.1% | $2,428+21.5% | $2,343+25.9% |
| Participant deferral / active EE | $1,003 | $2,987-66.4% | $3,706-72.9% | $3,332-69.9% |
| Admin fee / account holder | $780 | $4,512-82.7% | $5,608-86.1% | $4,645-83.2% |