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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 | $31,995 | $125,797-74.6% | $170,057-81.2% | $75,177-57.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 6.45% | 27.20%-20.7pp | 53.42%-47.0pp | 160.75%-154.3pp |
| Employer contribution / active EE | $2,357 | $4,616-48.9% | $6,790-65.3% | $2,671-11.7% |
| Participant deferral / active EE | $2,061 | $6,838-69.9% | $10,411-80.2% | $4,126-50.1% |
| Admin fee / account holder | $713 | $8,177-91.3% | $12,826-94.4% | $5,651-87.4% |