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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 | $18,899 | $181,896-89.6% | $156,551-87.9% | $273,972-93.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.10% | 30.74%-30.6pp | 32.23%-32.1pp | 41.46%-41.4pp |
| Employer contribution / active EE | $1,655 | $6,248-73.5% | $5,501-69.9% | $4,869-66.0% |
| Participant deferral / active EE | $1,526 | $5,550-72.5% | $4,871-68.7% | $5,287-71.1% |
| Admin fee / account holder | $2,658 | $15,560-82.9% | $13,028-79.6% | $10,133-73.8% |