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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 | $15,986 | $79,955-80.0% | $98,450-83.8% | $75,181-78.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 6.54% | 19.75%-13.2pp | 21.16%-14.6pp | 160.69%-154.1pp |
| Employer contribution / active EE | $911 | $2,264-59.7% | $3,049-70.1% | $2,671-65.9% |
| Participant deferral / active EE | $1,336 | $3,752-64.4% | $4,739-71.8% | $4,126-67.6% |
| Admin fee / account holder | $2,494 | $6,841-63.5% | $8,961-72.2% | $5,650-55.9% |