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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 | $22,620 | $58,828-61.5% | $78,002-71.0% | $62,881-64.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 2.73% | 17.16%-14.4pp | 425.99%-423.3pp | 20.14%-17.4pp |
| Employer contribution / active EE | $1,419 | $1,672-15.1% | $2,470-42.6% | $2,281-37.8% |
| Participant deferral / active EE | $838 | $2,686-68.8% | $3,497-76.0% | $3,203-73.8% |
| Admin fee / account holder | $3,321 | $4,393-24.4% | $5,481-39.4% | $4,296-22.7% |