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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 | $38,629 | $138,393-72.1% | $184,256-79.0% | $80,959-52.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 10.04% | 20.01%-10.0pp | 28.85%-18.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $2,549 | $4,847-47.4% | $6,427-60.3% | $2,757-7.5% |
| Participant deferral / active EE | $1,716 | $7,076-75.8% | $9,133-81.2% | $4,300-60.1% |
| Admin fee / account holder | $1,581 | $10,489-84.9% | $13,899-88.6% | $6,925-77.2% |