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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 | $13,905 | $181,896-92.4% | $156,551-91.1% | $273,972-94.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.22% | 30.74%-30.5pp | 32.23%-32.0pp | 41.46%-41.2pp |
| Employer contribution / active EE | $1,441 | $6,248-76.9% | $5,501-73.8% | $4,869-70.4% |
| Participant deferral / active EE | $288 | $5,550-94.8% | $4,871-94.1% | $5,287-94.6% |
| Admin fee / account holder | $1,211 | $15,560-92.2% | $13,028-90.7% | $10,133-88.0% |