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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 | $38,925 | $138,393-71.9% | $184,256-78.9% | $80,959-51.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 9.54% | 20.01%-10.5pp | 28.85%-19.3pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,526 | $4,847-68.5% | $6,427-76.3% | $2,757-44.7% |
| Participant deferral / active EE | $1,520 | $7,076-78.5% | $9,133-83.4% | $4,300-64.7% |
| Admin fee / account holder | $3,273 | $10,489-68.8% | $13,899-76.5% | $6,925-52.7% |