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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 | $10,406 | $102,609-89.9% | $98,090-89.4% | $138,895-92.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 4.22% | 36.44%-32.2pp | 37.05%-32.8pp | 145.39%-141.2pp |
| Employer contribution / active EE | $802 | $3,867-79.3% | $3,606-77.8% | $4,194-80.9% |
| Participant deferral / active EE | $807 | $8,167-90.1% | $7,845-89.7% | $6,396-87.4% |
| Admin fee / account holder | $2,901 | $11,434-74.6% | $11,815-75.4% | $12,562-76.9% |