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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 | $9,916 | $72,273-86.3% | $101,275-90.2% | $79,856-87.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.30% | 22.30%-15.0pp | 46.48%-39.2pp | 31.71%-24.4pp |
| Employer contribution / active EE | $3,469 | $2,691+28.9% | $3,660-5.2% | $2,471+40.4% |
| Participant deferral / active EE | $96 | $3,282-97.1% | $4,371-97.8% | $3,741-97.4% |
| Admin fee / account holder | $3,388 | $4,401-23.0% | $5,948-43.0% | $5,306-36.1% |