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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 | $20,221 | $86,949-76.7% | $102,460-80.3% | $80,959-75.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.95% | 18.89%-8.9pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,030 | $2,370-56.5% | $3,025-65.9% | $2,757-62.6% |
| Participant deferral / active EE | $512 | $4,121-87.6% | $5,056-89.9% | $4,300-88.1% |
| Admin fee / account holder | $1,895 | $8,048-76.5% | $9,460-80.0% | $6,925-72.6% |