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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 | $19,357 | $81,504-76.3% | $102,437-81.1% | $80,959-76.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 5.68% | 25.60%-19.9pp | 24.95%-19.3pp | 35.67%-30.0pp |
| Employer contribution / active EE | $6,007 | $3,104+93.5% | $3,871+55.2% | $2,757+117.9% |
| Participant deferral / active EE | $174 | $3,871-95.5% | $5,060-96.6% | $4,300-95.9% |
| Admin fee / account holder | $7,275 | $6,719+8.3% | $8,388-13.3% | $6,925+5.0% |