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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 | $23,256 | $210,510-89.0% | $153,500-84.8% | $145,877-84.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.61% | 13.45%-7.8pp | 15.70%-10.1pp | 551.28%-545.7pp |
| Employer contribution / active EE | $3,093 | $6,052-48.9% | $5,039-38.6% | $4,663-33.7% |
| Participant deferral / active EE | $1,655 | $7,974-79.2% | $6,756-75.5% | $6,691-75.3% |
| Admin fee / account holder | $17,135 | $19,455-11.9% | $12,736+34.5% | $13,402+27.8% |