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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 | $21,118 | $86,949-75.7% | $102,460-79.4% | $80,959-73.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 4.88% | 18.89%-14.0pp | 29.47%-24.6pp | 35.67%-30.8pp |
| Employer contribution / active EE | $1,406 | $2,370-40.7% | $3,025-53.5% | $2,757-49.0% |
| Participant deferral / active EE | $1,679 | $4,121-59.2% | $5,056-66.8% | $4,300-60.9% |
| Admin fee / account holder | $630 | $8,048-92.2% | $9,460-93.3% | $6,925-90.9% |