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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 | $25,219 | $82,028-69.3% | $123,105-79.5% | $59,633-57.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -3.03% | 5.12%-8.2pp | 13.22%-16.3pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $2,110 | $3,297-36.0% | $5,151-59.0% | $2,203-4.2% |
| Participant deferral / active EE | $1,953 | $4,667-58.2% | $6,229-68.7% | $3,192-38.8% |
| Admin fee / account holder | $2,292 | $5,879-61.0% | $9,014-74.6% | $4,297-46.7% |