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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 | $15,901 | $78,682-79.8% | $109,188-85.4% | $85,851-81.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 10.63% | 25.09%-14.5pp | 25.76%-15.1pp | 318.63%-308.0pp |
| Employer contribution / active EE | $1,665 | $2,734-39.1% | $3,723-55.3% | $2,565-35.1% |
| Participant deferral / active EE | $41 | $3,468-98.8% | $4,654-99.1% | $3,952-99.0% |
| Admin fee / account holder | $3,646 | $5,470-33.3% | $6,755-46.0% | $6,261-41.8% |