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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 | $13,720 | $117,895-88.4% | $102,460-86.6% | $145,897-90.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.21% | 31.92%-23.7pp | 29.47%-21.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,639 | $3,619-54.7% | $3,025-45.8% | $4,663-64.8% |
| Participant deferral / active EE | $1,067 | $5,736-81.4% | $5,056-78.9% | $6,689-84.0% |
| Admin fee / account holder | $4,813 | $13,353-64.0% | $9,460-49.1% | $13,390-64.1% |