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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 | $14,562 | $86,949-83.3% | $102,460-85.8% | $80,959-82.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.97% | 18.89%-8.9pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $3,317 | $2,370+40.0% | $3,025+9.7% | $2,757+20.3% |
| Participant deferral / active EE | $714 | $4,121-82.7% | $5,056-85.9% | $4,300-83.4% |
| Admin fee / account holder | $4,473 | $8,048-44.4% | $9,460-52.7% | $6,925-35.4% |