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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 | $13,255 | $60,349-78.0% | $74,184-82.1% | $62,881-78.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.79% | 21.38%-17.6pp | 17.74%-13.9pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,128 | $1,680-32.9% | $2,370-52.4% | $2,281-50.5% |
| Participant deferral / active EE | $942 | $2,856-67.0% | $3,550-73.5% | $3,203-70.6% |
| Admin fee / account holder | $2,463 | $4,261-42.2% | $5,586-55.9% | $4,296-42.7% |