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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 | $7,003 | $181,896-96.2% | $156,551-95.5% | $273,972-97.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.20% | 30.74%-30.5pp | 32.23%-32.0pp | 41.46%-41.3pp |
| Employer contribution / active EE | $1,984 | $6,248-68.2% | $5,501-63.9% | $4,869-59.2% |
| Participant deferral / active EE | $1,074 | $5,550-80.7% | $4,871-78.0% | $5,287-79.7% |
| Admin fee / account holder | $1,713 | $15,560-89.0% | $13,028-86.9% | $10,133-83.1% |