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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 | $9,477 | $126,661-92.5% | $113,397-91.6% | $138,895-93.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 3.60% | 25.05%-21.4pp | 23.20%-19.6pp | 145.39%-141.8pp |
| Employer contribution / active EE | $2,107 | $3,456-39.0% | $2,977-29.2% | $4,194-49.8% |
| Participant deferral / active EE | $1,248 | $5,693-78.1% | $5,076-75.4% | $6,396-80.5% |
| Admin fee / account holder | $431 | $14,549-97.0% | $11,957-96.4% | $12,562-96.6% |