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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 | $18,676 | $86,938-78.5% | $102,423-81.8% | $80,925-76.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 8.51% | 18.89%-10.4pp | 29.42%-20.9pp | 35.65%-27.1pp |
| Employer contribution / active EE | $1,546 | $2,369-34.7% | $3,023-48.8% | $2,756-43.9% |
| Participant deferral / active EE | $961 | $4,120-76.7% | $5,054-81.0% | $4,299-77.7% |
| Admin fee / account holder | $6,059 | $8,053-24.8% | $9,455-35.9% | $6,940-12.7% |