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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 | $24,388 | $91,559-73.4% | $133,959-81.8% | $79,858-69.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 5.72% | 61.85%-56.1pp | 45.09%-39.4pp | 31.72%-26.0pp |
| Employer contribution / active EE | $2,024 | $2,384-15.1% | $3,919-48.4% | $2,471-18.1% |
| Participant deferral / active EE | $1,285 | $3,734-65.6% | $5,047-74.5% | $3,740-65.6% |
| Admin fee / account holder | $9,416 | $6,321+49.0% | $8,928+5.5% | $5,306+77.5% |