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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 | $17,290 | $95,404-81.9% | $113,397-84.8% | $82,637-79.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 7.47% | 19.08%-11.6pp | 23.20%-15.7pp | 53.51%-46.0pp |
| Employer contribution / active EE | $1,429 | $2,307-38.1% | $2,977-52.0% | $2,552-44.0% |
| Participant deferral / active EE | $553 | $4,220-86.9% | $5,076-89.1% | $4,126-86.6% |
| Admin fee / account holder | $3,620 | $9,168-60.5% | $11,957-69.7% | $7,339-50.7% |