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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 | $11,972 | $77,358-84.5% | $102,184-88.3% | $87,485-86.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 5.69% | 41.11%-35.4pp | 31.58%-25.9pp | 26.06%-20.4pp |
| Employer contribution / active EE | $1,835 | $2,562-28.4% | $3,594-48.9% | $2,596-29.3% |
| Participant deferral / active EE | $2,161 | $6,753-68.0% | $8,309-74.0% | $4,274-49.4% |
| Admin fee / account holder | $1,733 | $6,809-74.5% | $11,609-85.1% | $7,775-77.7% |