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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 | $31,538 | $125,797-74.9% | $170,057-81.5% | $75,177-58.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.22% | 27.20%-14.0pp | 53.42%-40.2pp | 160.75%-147.5pp |
| Employer contribution / active EE | $1,516 | $4,616-67.2% | $6,790-77.7% | $2,671-43.2% |
| Participant deferral / active EE | $1,170 | $6,838-82.9% | $10,411-88.8% | $4,126-71.6% |
| Admin fee / account holder | $1,043 | $8,177-87.2% | $12,826-91.9% | $5,651-81.5% |