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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 | $20,099 | $70,418-71.5% | $96,570-79.2% | $85,847-76.6% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 6.17% | 18.59%-12.4pp | 37.79%-31.6pp | 318.61%-312.4pp |
| Employer contribution / active EE | $1,226 | $1,413-13.3% | $2,357-48.0% | $2,565-52.2% |
| Participant deferral / active EE | $410 | $2,894-85.8% | $3,849-89.4% | $3,952-89.6% |
| Admin fee / account holder | $1,225 | $4,995-75.5% | $6,182-80.2% | $6,261-80.4% |