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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 | $16,010 | $54,541-70.6% | $78,778-79.7% | $70,126-77.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 10.45% | 21.07%-10.6pp | 35.62%-25.2pp | 73.15%-62.7pp |
| Employer contribution / active EE | $1,112 | $1,089+2.2% | $1,986-44.0% | $2,343-52.5% |
| Participant deferral / active EE | $694 | $2,210-68.6% | $2,958-76.5% | $3,332-79.2% |
| Admin fee / account holder | $343 | $3,709-90.8% | $5,134-93.3% | $4,645-92.6% |