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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 | $14,561 | $73,955-80.3% | $96,520-84.9% | $75,181-80.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 12.12% | 26.72%-14.6pp | 35.72%-23.6pp | 160.69%-148.6pp |
| Employer contribution / active EE | $3,725 | $2,930+27.1% | $3,739-0.4% | $2,671+39.5% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,212 | $5,217-38.4% | $6,733-52.3% | $5,650-43.2% |