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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 | $27,029 | $108,825-75.2% | $156,181-82.7% | $82,448-67.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 12.04% | 20.59%-8.5pp | 64.87%-52.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $2,143 | $2,870-25.3% | $4,294-50.1% | $2,551-16.0% |
| Participant deferral / active EE | $1,163 | $4,577-74.6% | $6,132-81.0% | $4,139-71.9% |
| Admin fee / account holder | $1,038 | $9,341-88.9% | $14,586-92.9% | $7,234-85.7% |