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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 | $40,068 | $104,098-61.5% | $140,514-71.5% | $94,015-57.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 2.97% | 15.14%-12.2pp | 14.36%-11.4pp | 17.84%-14.9pp |
| Employer contribution / active EE | $1,636 | $2,388-31.5% | $3,378-51.6% | $2,790-41.3% |
| Participant deferral / active EE | $708 | $4,033-82.4% | $4,919-85.6% | $4,249-83.3% |
| Admin fee / account holder | $967 | $10,439-90.7% | $13,697-92.9% | $8,951-89.2% |