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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 | $14,303 | $78,672-81.8% | $109,163-86.9% | $85,856-83.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 8.28% | 25.09%-16.8pp | 25.75%-17.5pp | 318.58%-310.3pp |
| Employer contribution / active EE | $4,827 | $2,734+76.6% | $3,723+29.7% | $2,565+88.2% |
| Participant deferral / active EE | $294 | $3,467-91.5% | $4,654-93.7% | $3,952-92.6% |
| Admin fee / account holder | $691 | $5,470-87.4% | $6,754-89.8% | $6,261-89.0% |