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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 | $14,682 | $65,395-77.5% | $182,531-92.0% | $72,983-79.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 17.55% | 27.68%-10.1pp | 148.57%-131.0pp | 81.01%-63.5pp |
| Employer contribution / active EE | $1,577 | $1,911-17.5% | $4,075-61.3% | $2,440-35.4% |
| Participant deferral / active EE | $457 | $3,563-87.2% | $5,525-91.7% | $3,608-87.3% |
| Admin fee / account holder | $624 | $4,245-85.3% | $8,593-92.7% | $5,124-87.8% |