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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 | $16,979 | $153,769-89.0% | $133,975-87.3% | $273,972-93.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.11% | 36.51%-34.4pp | 29.29%-27.2pp | 41.46%-39.3pp |
| Employer contribution / active EE | $1,773 | $6,029-70.6% | $5,211-66.0% | $4,869-63.6% |
| Participant deferral / active EE | $687 | $6,958-90.1% | $6,282-89.1% | $5,287-87.0% |
| Admin fee / account holder | $1,002 | $11,765-91.5% | $9,324-89.3% | $10,133-90.1% |