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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 | $40,585 | $138,366-70.7% | $184,185-78.0% | $80,911-49.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.79% | 20.02%-10.2pp | 28.81%-19.0pp | 35.63%-25.8pp |
| Employer contribution / active EE | $2,126 | $4,849-56.2% | $6,426-66.9% | $2,756-22.9% |
| Participant deferral / active EE | $1,537 | $7,074-78.3% | $9,132-83.2% | $4,297-64.2% |
| Admin fee / account holder | $3,790 | $10,484-63.8% | $13,909-72.7% | $6,935-45.3% |