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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 | $33,985 | $109,359-68.9% | $162,185-79.0% | $72,976-53.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 7.95% | 25.46%-17.5pp | 115.61%-107.7pp | 81.02%-73.1pp |
| Employer contribution / active EE | $1,415 | $3,907-63.8% | $5,613-74.8% | $2,440-42.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,101 | $7,972-73.6% | $10,844-80.6% | $5,124-59.0% |