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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 | $15,111 | $105,284-85.6% | $150,734-90.0% | $94,015-83.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 3.33% | 15.67%-12.3pp | 600.81%-597.5pp | 17.84%-14.5pp |
| Employer contribution / active EE | $1,526 | $3,599-57.6% | $4,918-69.0% | $2,790-45.3% |
| Participant deferral / active EE | $360 | $4,274-91.6% | $5,610-93.6% | $4,249-91.5% |
| Admin fee / account holder | $1,741 | $9,839-82.3% | $14,905-88.3% | $8,951-80.6% |