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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 | $19,755 | $54,541-63.8% | $78,778-74.9% | $70,131-71.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 3.99% | 21.07%-17.1pp | 35.62%-31.6pp | 73.14%-69.2pp |
| Employer contribution / active EE | $1,296 | $1,089+19.1% | $1,986-34.7% | $2,342-44.7% |
| Participant deferral / active EE | $327 | $2,210-85.2% | $2,958-88.9% | $3,332-90.2% |
| Admin fee / account holder | $580 | $3,709-84.4% | $5,134-88.7% | $4,645-87.5% |