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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 | $17,103 | $76,551-77.7% | $123,894-86.2% | $62,881-72.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.80% | 18.68%-13.9pp | 47.52%-42.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,106 | $2,882-61.6% | $4,617-76.1% | $2,281-51.5% |
| Participant deferral / active EE | $1,604 | $4,840-66.9% | $5,984-73.2% | $3,203-49.9% |
| Admin fee / account holder | $3,073 | $4,826-36.3% | $8,357-63.2% | $4,296-28.5% |