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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 | $25,845 | $78,707-67.2% | $117,861-78.1% | $70,126-63.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 6.06% | 23.30%-17.2pp | 335.11%-329.0pp | 73.15%-67.1pp |
| Employer contribution / active EE | $1,229 | $2,223-44.7% | $3,786-67.6% | $2,343-47.6% |
| Participant deferral / active EE | $1,143 | $3,297-65.3% | $4,482-74.5% | $3,332-65.7% |
| Admin fee / account holder | $1,924 | $5,066-62.0% | $8,021-76.0% | $4,645-58.6% |