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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 | $37,710 | $146,267-74.2% | $197,124-80.9% | $82,448-54.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 9.73% | 29.61%-19.9pp | 44.34%-34.6pp | 41.64%-31.9pp |
| Employer contribution / active EE | $2,400 | $4,723-49.2% | $6,227-61.5% | $2,551-5.9% |
| Participant deferral / active EE | $615 | $7,035-91.3% | $9,135-93.3% | $4,139-85.1% |
| Admin fee / account holder | $1,779 | $14,422-87.7% | $16,298-89.1% | $7,234-75.4% |