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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 | $40,412 | $143,969-71.9% | $199,883-79.8% | $82,637-51.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 10.66% | 25.67%-15.0pp | 43.81%-33.2pp | 53.51%-42.8pp |
| Employer contribution / active EE | $1,588 | $4,632-65.7% | $6,261-74.6% | $2,552-37.8% |
| Participant deferral / active EE | $1,617 | $6,937-76.7% | $9,138-82.3% | $4,126-60.8% |
| Admin fee / account holder | $3,143 | $14,597-78.5% | $17,268-81.8% | $7,339-57.2% |