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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 | $97,550-82.3% | $120,344-85.6% | $87,485-80.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 7.47% | 18.41%-10.9pp | 20.30%-12.8pp | 26.06%-18.6pp |
| Employer contribution / active EE | $1,429 | $2,291-37.6% | $3,020-52.7% | $2,596-45.0% |
| Participant deferral / active EE | $553 | $4,230-86.9% | $5,135-89.2% | $4,274-87.1% |
| Admin fee / account holder | $3,620 | $9,543-62.1% | $12,742-71.6% | $7,775-53.4% |