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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 | $8,830 | $117,846-92.5% | $102,434-91.4% | $145,884-93.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 0.30% | 31.90%-31.6pp | 29.46%-29.2pp | 551.85%-551.6pp |
| Employer contribution / active EE | $1,122 | $3,615-69.0% | $3,023-62.9% | $4,662-75.9% |
| Participant deferral / active EE | $1,123 | $5,733-80.4% | $5,055-77.8% | $6,690-83.2% |
| Admin fee / account holder | $7,219 | $13,356-46.0% | $9,462-23.7% | $13,392-46.1% |