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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 | $19,577 | $77,574-74.8% | $108,753-82.0% | $86,983-77.5% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 11.43% | 18.42%-7.0pp | 37.47%-26.0pp | 25.83%-14.4pp |
| Employer contribution / active EE | $2,545 | $1,611+58.0% | $2,427+4.9% | $2,584-1.5% |
| Participant deferral / active EE | $544 | $3,128-82.6% | $4,115-86.8% | $4,194-87.0% |
| Admin fee / account holder | $3,303 | $6,529-49.4% | $10,320-68.0% | $7,856-57.9% |