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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 | $35,555 | $143,969-75.3% | $199,883-82.2% | $82,637-57.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 12.43% | 25.67%-13.2pp | 43.81%-31.4pp | 53.51%-41.1pp |
| Employer contribution / active EE | $1,623 | $4,632-65.0% | $6,261-74.1% | $2,552-36.4% |
| Participant deferral / active EE | $1,439 | $6,937-79.3% | $9,138-84.3% | $4,126-65.1% |
| Admin fee / account holder | $4,820 | $14,597-67.0% | $17,268-72.1% | $7,339-34.3% |