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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 | $16,787 | $81,504-79.4% | $102,437-83.6% | $80,959-79.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 8.74% | 25.60%-16.9pp | 24.95%-16.2pp | 35.67%-26.9pp |
| Employer contribution / active EE | $6,426 | $3,104+107.1% | $3,871+66.0% | $2,757+133.1% |
| Participant deferral / active EE | $357 | $3,871-90.8% | $5,060-93.0% | $4,300-91.7% |
| Admin fee / account holder | $2,391 | $6,719-64.4% | $8,388-71.5% | $6,925-65.5% |