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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 | $21,117 | $145,431-85.5% | $211,142-90.0% | $87,485-75.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 12.58% | 27.21%-14.6pp | 46.84%-34.3pp | 26.06%-13.5pp |
| Employer contribution / active EE | $3,775 | $4,662-19.0% | $6,442-41.4% | $2,596+45.4% |
| Participant deferral / active EE | $1,250 | $6,859-81.8% | $9,284-86.5% | $4,274-70.8% |
| Admin fee / account holder | $542 | $17,052-96.8% | $19,076-97.2% | $7,775-93.0% |