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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 | $18,279 | $93,617-80.5% | $135,982-86.6% | $75,177-75.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.99% | 30.89%-16.9pp | 68.32%-54.3pp | 160.75%-146.8pp |
| Employer contribution / active EE | $4,703 | $3,538+32.9% | $4,859-3.2% | $2,671+76.1% |
| Participant deferral / active EE | $2,250 | $6,406-64.9% | $7,760-71.0% | $4,126-45.5% |
| Admin fee / account holder | $629 | $6,980-91.0% | $10,767-94.2% | $5,651-88.9% |