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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 | $16,580 | $88,707-81.3% | $74,184-77.7% | $273,972-93.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.62% | 11.94%-11.3pp | 17.74%-17.1pp | 41.46%-40.8pp |
| Employer contribution / active EE | $1,053 | $3,159-66.7% | $2,370-55.6% | $4,869-78.4% |
| Participant deferral / active EE | $602 | $4,212-85.7% | $3,550-83.0% | $5,287-88.6% |
| Admin fee / account holder | $1,623 | $8,717-81.4% | $5,586-70.9% | $10,133-84.0% |