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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 | $15,500 | $109,359-85.8% | $162,177-90.4% | $72,975-78.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 12.12% | 25.46%-13.3pp | 115.60%-103.5pp | 81.01%-68.9pp |
| Employer contribution / active EE | $2,646 | $3,907-32.3% | $5,613-52.9% | $2,440+8.5% |
| Participant deferral / active EE | $1,867 | $5,481-65.9% | $7,297-74.4% | $3,608-48.2% |
| Admin fee / account holder | $329 | $7,972-95.9% | $10,843-97.0% | $5,124-93.6% |