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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 | $86,919-67.3% | $102,457-72.2% | $80,911-64.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 8.85% | 18.90%-10.0pp | 29.41%-20.6pp | 35.63%-26.8pp |
| Employer contribution / active EE | $1,398 | $2,368-41.0% | $3,022-53.7% | $2,756-49.3% |
| Participant deferral / active EE | $1,262 | $4,119-69.4% | $5,054-75.0% | $4,297-70.6% |
| Admin fee / account holder | $1,463 | $8,049-81.8% | $9,451-84.5% | $6,935-78.9% |