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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 | $86,919-78.5% | $102,457-81.8% | $80,911-76.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 8.51% | 18.90%-10.4pp | 29.41%-20.9pp | 35.63%-27.1pp |
| Employer contribution / active EE | $1,546 | $2,368-34.7% | $3,022-48.8% | $2,756-43.9% |
| Participant deferral / active EE | $961 | $4,119-76.7% | $5,054-81.0% | $4,297-77.6% |
| Admin fee / account holder | $6,059 | $8,049-24.7% | $9,451-35.9% | $6,935-12.6% |