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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 | $22,558 | $98,776-77.2% | $149,745-84.9% | $79,856-71.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.73% | 27.38%-16.6pp | 276.72%-266.0pp | 31.71%-21.0pp |
| Employer contribution / active EE | $712 | $3,217-77.9% | $4,646-84.7% | $2,471-71.2% |
| Participant deferral / active EE | $1,031 | $5,681-81.9% | $6,843-84.9% | $3,741-72.4% |
| Admin fee / account holder | $831 | $6,053-86.3% | $9,312-91.1% | $5,306-84.3% |