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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 | $15,075 | $86,940-82.7% | $102,434-85.3% | $80,935-81.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 0.73% | 18.89%-18.2pp | 29.46%-28.7pp | 35.66%-34.9pp |
| Employer contribution / active EE | $1,374 | $2,370-42.0% | $3,023-54.5% | $2,757-50.1% |
| Participant deferral / active EE | $480 | $4,121-88.4% | $5,055-90.5% | $4,299-88.8% |
| Admin fee / account holder | $335 | $8,047-95.8% | $9,462-96.5% | $6,924-95.2% |