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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 | $136,860-93.1% | $120,344-92.1% | $154,746-93.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 3.60% | 21.38%-17.8pp | 20.30%-16.7pp | 172.34%-168.7pp |
| Employer contribution / active EE | $2,107 | $3,533-40.3% | $3,020-30.2% | $4,379-51.9% |
| Participant deferral / active EE | $1,248 | $5,793-78.5% | $5,135-75.7% | $6,730-81.5% |
| Admin fee / account holder | $431 | $15,393-97.2% | $12,742-96.6% | $14,365-97.0% |