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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 | $15,013 | $67,602-77.8% | $82,312-81.8% | $70,126-78.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.33% | 21.57%-10.2pp | 25.88%-14.5pp | 73.15%-61.8pp |
| Employer contribution / active EE | $1,575 | $1,755-10.3% | $2,428-35.2% | $2,343-32.8% |
| Participant deferral / active EE | $946 | $2,987-68.3% | $3,706-74.5% | $3,332-71.6% |
| Admin fee / account holder | $912 | $4,512-79.8% | $5,608-83.7% | $4,645-80.4% |