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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 | $18,149 | $73,787-75.4% | $98,716-81.6% | $82,448-78.0% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 7.72% | 18.57%-10.8pp | 31.81%-24.1pp | 41.64%-33.9pp |
| Employer contribution / active EE | $3,677 | $1,511+143.3% | $2,279+61.4% | $2,551+44.1% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $654 | $6,500-89.9% | $8,703-92.5% | $7,234-91.0% |