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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 | $13,414 | $76,551-82.5% | $123,894-89.2% | $62,881-78.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.93% | 18.68%-13.7pp | 47.52%-42.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,146 | $2,882-60.3% | $4,617-75.2% | $2,281-49.8% |
| Participant deferral / active EE | $890 | $4,840-81.6% | $5,984-85.1% | $3,203-72.2% |
| Admin fee / account holder | $1,033 | $4,826-78.6% | $8,357-87.6% | $4,296-76.0% |