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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 | $21,528 | $67,602-68.2% | $82,312-73.8% | $70,126-69.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.41% | 21.57%-11.2pp | 25.88%-15.5pp | 73.15%-62.7pp |
| Employer contribution / active EE | $1,594 | $1,755-9.2% | $2,428-34.4% | $2,343-32.0% |
| Participant deferral / active EE | $886 | $2,987-70.3% | $3,706-76.1% | $3,332-73.4% |
| Admin fee / account holder | $362 | $4,512-92.0% | $5,608-93.5% | $4,645-92.2% |