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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 | $18,867 | $117,829-84.0% | $102,423-81.6% | $145,877-87.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.73% | 31.83%-25.1pp | 29.42%-22.7pp | 551.28%-544.6pp |
| Employer contribution / active EE | $6,536 | $3,615+80.8% | $3,023+116.2% | $4,663+40.2% |
| Participant deferral / active EE | $1,334 | $5,732-76.7% | $5,054-73.6% | $6,691-80.1% |
| Admin fee / account holder | $6,004 | $13,335-55.0% | $9,455-36.5% | $13,402-55.2% |