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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 | $18,534 | $109,359-83.1% | $162,185-88.6% | $72,976-74.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 12.27% | 25.46%-13.2pp | 115.61%-103.3pp | 81.02%-68.7pp |
| Employer contribution / active EE | $1,351 | $3,907-65.4% | $5,613-75.9% | $2,440-44.6% |
| Participant deferral / active EE | $1,792 | $5,481-67.3% | $7,297-75.4% | $3,608-50.3% |
| Admin fee / account holder | $347 | $7,972-95.7% | $10,844-96.8% | $5,124-93.2% |