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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 | $13,524 | $59,804-77.4% | $81,982-83.5% | $79,856-83.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 7.05% | 17.56%-10.5pp | 41.31%-34.3pp | 31.71%-24.7pp |
| Employer contribution / active EE | $1,961 | $1,713+14.4% | $2,498-21.5% | $2,471-20.7% |
| Participant deferral / active EE | $726 | $2,695-73.1% | $3,722-80.5% | $3,741-80.6% |
| Admin fee / account holder | $927 | $4,288-78.4% | $5,665-83.6% | $5,306-82.5% |