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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 | $8,405 | $110,240-92.4% | $96,544-91.3% | $139,487-94.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.13% | 26.41%-17.3pp | 25.88%-16.8pp | 373.84%-364.7pp |
| Employer contribution / active EE | $1,106 | $3,622-69.5% | $2,966-62.7% | $4,755-76.7% |
| Participant deferral / active EE | $1,405 | $5,549-74.7% | $4,851-71.0% | $6,713-79.1% |
| Admin fee / account holder | $3,175 | $11,602-72.6% | $8,254-61.5% | $11,407-72.2% |