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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 | $16,765 | $117,895-85.8% | $102,460-83.6% | $145,897-88.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 1.04% | 31.92%-30.9pp | 29.47%-28.4pp | 552.29%-551.3pp |
| Employer contribution / active EE | $1,101 | $3,619-69.6% | $3,025-63.6% | $4,663-76.4% |
| Participant deferral / active EE | $882 | $5,736-84.6% | $5,056-82.6% | $6,689-86.8% |
| Admin fee / account holder | $2,313 | $13,353-82.7% | $9,460-75.6% | $13,390-82.7% |