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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 | $21,640 | $60,349-64.1% | $74,184-70.8% | $62,881-65.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -4.03% | 21.38%-25.4pp | 17.74%-21.8pp | 20.14%-24.2pp |
| Employer contribution / active EE | $2,779 | $1,680+65.4% | $2,370+17.3% | $2,281+21.8% |
| Participant deferral / active EE | $239 | $2,856-91.6% | $3,550-93.3% | $3,203-92.5% |
| Admin fee / account holder | $430 | $4,261-89.9% | $5,586-92.3% | $4,296-90.0% |