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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 | $16,461 | $86,949-81.1% | $102,460-83.9% | $80,959-79.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 3.42% | 18.89%-15.5pp | 29.47%-26.1pp | 35.67%-32.3pp |
| Employer contribution / active EE | $1,374 | $2,370-42.0% | $3,025-54.6% | $2,757-50.2% |
| Participant deferral / active EE | $503 | $4,121-87.8% | $5,056-90.0% | $4,300-88.3% |
| Admin fee / account holder | $640 | $8,048-92.0% | $9,460-93.2% | $6,925-90.8% |