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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 | $97,289-89.3% | $92,805-88.8% | $155,188-93.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 4.22% | 29.03%-24.8pp | 31.59%-27.4pp | 148.84%-144.6pp |
| Employer contribution / active EE | $802 | $3,632-77.9% | $3,424-76.6% | $4,248-81.1% |
| Participant deferral / active EE | $807 | $8,795-90.8% | $8,448-90.4% | $6,531-87.6% |
| Admin fee / account holder | $2,901 | $12,015-75.9% | $10,911-73.4% | $14,480-80.0% |