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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 | $20,284 | $80,983-75.0% | $96,544-79.0% | $75,177-73.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 0.41% | 27.05%-26.6pp | 25.88%-25.5pp | 160.75%-160.3pp |
| Employer contribution / active EE | $2,871 | $2,282+25.8% | $2,966-3.2% | $2,671+7.5% |
| Participant deferral / active EE | $1,175 | $3,929-70.1% | $4,851-75.8% | $4,126-71.5% |
| Admin fee / account holder | $2,764 | $6,717-58.8% | $8,254-66.5% | $5,651-51.1% |