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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 | $16,539 | $117,895-86.0% | $102,460-83.9% | $145,897-88.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.27% | 31.92%-24.7pp | 29.47%-22.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $4,657 | $3,619+28.7% | $3,025+53.9% | $4,663-0.1% |
| Participant deferral / active EE | $1,154 | $5,736-79.9% | $5,056-77.2% | $6,689-82.7% |
| Admin fee / account holder | $8,038 | $13,353-39.8% | $9,460-15.0% | $13,390-40.0% |