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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 | $13,392 | $78,520-82.9% | $96,576-86.1% | $82,448-83.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 14.43% | 41.30%-26.9pp | 38.47%-24.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,093 | $2,630-20.4% | $3,553-41.1% | $2,551-17.9% |
| Participant deferral / active EE | $2,433 | $6,754-64.0% | $7,956-69.4% | $4,139-41.2% |
| Admin fee / account holder | $5,562 | $13,455-58.7% | $11,381-51.1% | $7,234-23.1% |