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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 | $17,757 | $126,661-86.0% | $113,397-84.3% | $138,895-87.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 6.64% | 25.05%-18.4pp | 23.20%-16.6pp | 145.39%-138.8pp |
| Employer contribution / active EE | $2,318 | $3,456-32.9% | $2,977-22.2% | $4,194-44.7% |
| Participant deferral / active EE | $841 | $5,693-85.2% | $5,076-83.4% | $6,396-86.9% |
| Admin fee / account holder | $3,196 | $14,549-78.0% | $11,957-73.3% | $12,562-74.6% |