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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 | $16,456 | $56,894-71.1% | $84,753-80.6% | $62,881-73.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.74% | 6.30%-2.6pp | 22.78%-19.0pp | 20.14%-16.4pp |
| Employer contribution / active EE | $2,917 | $2,400+21.5% | $3,574-18.4% | $2,281+27.9% |
| Participant deferral / active EE | $43 | $2,709-98.4% | $3,712-98.8% | $3,203-98.7% |
| Admin fee / account holder | $808 | $3,581-77.4% | $5,333-84.8% | $4,296-81.2% |