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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 | $12,557 | $99,635-87.4% | $99,460-87.4% | $198,609-93.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 0.74% | 11.15%-10.4pp | 11.98%-11.2pp | 202.70%-202.0pp |
| Employer contribution / active EE | $3,629 | $6,694-45.8% | $6,049-40.0% | $5,055-28.2% |
| Participant deferral / active EE | $600 | $6,766-91.1% | $5,995-90.0% | $6,977-91.4% |
| Admin fee / account holder | $18,230 | $22,915-20.4% | $18,725-2.6% | $19,030-4.2% |