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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 | $145,431-74.1% | $211,142-82.1% | $87,485-56.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 9.73% | 27.21%-17.5pp | 46.84%-37.1pp | 26.06%-16.3pp |
| Employer contribution / active EE | $2,400 | $4,662-48.5% | $6,442-62.7% | $2,596-7.6% |
| Participant deferral / active EE | $615 | $6,859-91.0% | $9,284-93.4% | $4,274-85.6% |
| Admin fee / account holder | $1,779 | $17,052-89.6% | $19,076-90.7% | $7,775-77.1% |