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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 | $20,163 | $66,764-69.8% | $88,497-77.2% | $62,881-67.9% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 69.3%+30.7pp |
| Annual return | -6.69% | 10.37%-17.1pp | 7.63%-14.3pp | 20.14%-26.8pp |
| Employer contribution / active EE | $4,125 | $3,077+34.1% | $4,036+2.2% | $2,281+80.9% |
| Participant deferral / active EE | $179 | $3,976-95.5% | $4,899-96.3% | $3,203-94.4% |
| Admin fee / account holder | $3,142 | $4,668-32.7% | $6,220-49.5% | $4,296-26.9% |