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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 | $7,719 | $73,978-89.6% | $96,515-92.0% | $75,173-89.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.15% | 26.72%-16.6pp | 35.73%-25.6pp | 160.72%-150.6pp |
| Employer contribution / active EE | $1,767 | $2,931-39.7% | $3,740-52.8% | $2,671-33.9% |
| Participant deferral / active EE | $305 | $3,660-91.7% | $4,880-93.7% | $4,126-92.6% |
| Admin fee / account holder | $3,613 | $5,219-30.8% | $6,735-46.4% | $5,651-36.1% |