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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 | $21,300 | $171,272-87.6% | $127,803-83.3% | $152,897-86.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 2.76% | 23.54%-20.8pp | 26.14%-23.4pp | 345.43%-342.7pp |
| Employer contribution / active EE | $2,207 | $5,451-59.5% | $4,576-51.8% | $4,764-53.7% |
| Participant deferral / active EE | $1,683 | $7,043-76.1% | $6,023-72.1% | $5,851-71.2% |
| Admin fee / account holder | $592 | $14,540-95.9% | $9,399-93.7% | $11,599-94.9% |