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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 | $28,441 | $86,940-67.3% | $102,434-72.2% | $80,935-64.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 8.85% | 18.89%-10.0pp | 29.46%-20.6pp | 35.66%-26.8pp |
| Employer contribution / active EE | $1,398 | $2,370-41.0% | $3,023-53.8% | $2,757-49.3% |
| Participant deferral / active EE | $1,262 | $4,121-69.4% | $5,055-75.0% | $4,299-70.7% |
| Admin fee / account holder | $1,463 | $8,047-81.8% | $9,462-84.5% | $6,924-78.9% |