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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 | $38,175 | $254,759-85.0% | $216,567-82.4% | $198,609-80.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 2.38% | 10.04%-7.7pp | 12.94%-10.6pp | 202.70%-200.3pp |
| Employer contribution / active EE | $1,634 | $6,096-73.2% | $5,216-68.7% | $5,055-67.7% |
| Participant deferral / active EE | $84 | $6,948-98.8% | $6,191-98.6% | $6,977-98.8% |
| Admin fee / account holder | $1,701 | $26,311-93.5% | $21,981-92.3% | $19,030-91.1% |