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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 | $18,537 | $81,487-77.3% | $102,412-81.9% | $80,935-77.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.17% | 25.60%-15.4pp | 24.94%-14.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $5,097 | $3,103+64.3% | $3,870+31.7% | $2,757+84.9% |
| Participant deferral / active EE | $1,234 | $3,871-68.1% | $5,060-75.6% | $4,299-71.3% |
| Admin fee / account holder | $1,885 | $6,717-71.9% | $8,388-77.5% | $6,924-72.8% |