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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 | $9,985 | $96,558-89.7% | $80,977-87.7% | $273,972-96.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 2.08% | 15.14%-13.1pp | 17.11%-15.0pp | 41.46%-39.4pp |
| Employer contribution / active EE | $1,053 | $4,869-78.4% | $3,715-71.7% | $4,869-78.4% |
| Participant deferral / active EE | $1,191 | $6,598-81.9% | $5,696-79.1% | $5,287-77.5% |
| Admin fee / account holder | $34,317 | $7,493+358.0% | $5,517+522.1% | $10,133+238.7% |