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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 | $14,434 | $62,672-77.0% | $185,117-92.2% | $70,126-79.4% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 10.35% | 40.79%-30.4pp | 40.50%-30.1pp | 73.15%-62.8pp |
| Employer contribution / active EE | $1,008 | $1,753-42.5% | $4,182-75.9% | $2,343-57.0% |
| Participant deferral / active EE | $962 | $3,272-70.6% | $5,045-80.9% | $3,332-71.1% |
| Admin fee / account holder | $521 | $3,932-86.7% | $8,159-93.6% | $4,645-88.8% |