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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 | $12,219 | $65,034-81.2% | $90,970-86.6% | $79,856-84.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 8.80% | 30.45%-21.7pp | 134.60%-125.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $2,182 | $1,247+74.9% | $2,122+2.9% | $2,471-11.7% |
| Participant deferral / active EE | $1,120 | $2,512-55.4% | $3,373-66.8% | $3,741-70.0% |
| Admin fee / account holder | $2,218 | $4,536-51.1% | $5,961-62.8% | $5,306-58.2% |