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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 | $86,919-81.1% | $102,457-83.9% | $80,911-79.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 3.42% | 18.90%-15.5pp | 29.41%-26.0pp | 35.63%-32.2pp |
| Employer contribution / active EE | $1,374 | $2,368-42.0% | $3,022-54.5% | $2,756-50.1% |
| Participant deferral / active EE | $503 | $4,119-87.8% | $5,054-90.0% | $4,297-88.3% |
| Admin fee / account holder | $640 | $8,049-92.0% | $9,451-93.2% | $6,935-90.8% |