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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 | $10,551 | $76,551-86.2% | $123,894-91.5% | $62,881-83.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.47% | 18.68%-14.2pp | 47.52%-43.0pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,135 | $2,882-60.6% | $4,617-75.4% | $2,281-50.2% |
| Participant deferral / active EE | $328 | $4,840-93.2% | $5,984-94.5% | $3,203-89.8% |
| Admin fee / account holder | $422 | $4,826-91.3% | $8,357-95.0% | $4,296-90.2% |