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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 | $18,329 | $73,988-75.2% | $96,538-81.0% | $75,177-75.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 6.20% | 26.73%-20.5pp | 35.74%-29.5pp | 160.75%-154.5pp |
| Employer contribution / active EE | $8,711 | $2,930+197.3% | $3,740+132.9% | $2,671+226.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,022 | $5,220+34.5% | $6,737+4.2% | $5,651+24.3% |