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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 | $14,877 | $52,467-71.6% | $57,196-74.0% | $55,167-73.0% |
| Participation rate | 98.0% | 75.8%+22.2pp | 75.3%+22.7pp | 69.0%+29.0pp |
| Annual return | 1.20% | 7.72%-6.5pp | 14.59%-13.4pp | 169.23%-168.0pp |
| Employer contribution / active EE | $1,025 | $2,477-58.6% | $2,683-61.8% | $1,963-47.8% |
| Participant deferral / active EE | $460 | $2,830-83.8% | $3,096-85.2% | $3,054-85.0% |
| Admin fee / account holder | $1,177 | $269+337.4% | $3,141-62.5% | $504+133.5% |