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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 | $18,017 | $80,985-77.8% | $96,576-81.3% | $75,181-76.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 5.86% | 27.05%-21.2pp | 25.87%-20.0pp | 160.69%-154.8pp |
| Employer contribution / active EE | $1,429 | $2,282-37.4% | $2,965-51.8% | $2,671-46.5% |
| Participant deferral / active EE | $1,559 | $3,929-60.3% | $4,851-67.9% | $4,126-62.2% |
| Admin fee / account holder | $7,193 | $6,719+7.1% | $8,253-12.8% | $5,650+27.3% |