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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 | $20,152 | $181,896-88.9% | $156,551-87.1% | $273,972-92.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 1.44% | 30.74%-29.3pp | 32.23%-30.8pp | 41.46%-40.0pp |
| Employer contribution / active EE | $2,034 | $6,248-67.5% | $5,501-63.0% | $4,869-58.2% |
| Participant deferral / active EE | $776 | $5,550-86.0% | $4,871-84.1% | $5,287-85.3% |
| Admin fee / account holder | $47,591 | $15,560+205.9% | $13,028+265.3% | $10,133+369.7% |