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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 | $146,267-85.6% | $197,124-89.3% | $82,448-74.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 12.58% | 29.61%-17.0pp | 44.34%-31.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $3,775 | $4,723-20.1% | $6,227-39.4% | $2,551+48.0% |
| Participant deferral / active EE | $1,250 | $7,035-82.2% | $9,135-86.3% | $4,139-69.8% |
| Admin fee / account holder | $542 | $14,422-96.2% | $16,298-96.7% | $7,234-92.5% |