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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 | $35,752 | $109,359-67.3% | $162,171-78.0% | $72,983-51.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 15.71% | 25.46%-9.8pp | 115.60%-99.9pp | 81.01%-65.3pp |
| Employer contribution / active EE | $1,384 | $3,907-64.6% | $5,613-75.3% | $2,440-43.3% |
| Participant deferral / active EE | $2,432 | $5,481-55.6% | $7,297-66.7% | $3,608-32.6% |
| Admin fee / account holder | $3,411 | $7,972-57.2% | $10,843-68.5% | $5,124-33.4% |