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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 | $12,299 | $181,896-93.2% | $156,551-92.1% | $273,972-95.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.85% | 30.74%-29.9pp | 32.23%-31.4pp | 41.46%-40.6pp |
| Employer contribution / active EE | $1,975 | $6,248-68.4% | $5,501-64.1% | $4,869-59.4% |
| Participant deferral / active EE | $93 | $5,550-98.3% | $4,871-98.1% | $5,287-98.3% |
| Admin fee / account holder | $2,347 | $15,560-84.9% | $13,028-82.0% | $10,133-76.8% |