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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 | $12,665 | $86,938-85.4% | $102,423-87.6% | $80,925-84.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 6.02% | 18.89%-12.9pp | 29.42%-23.4pp | 35.65%-29.6pp |
| Employer contribution / active EE | $3,860 | $2,369+62.9% | $3,023+27.7% | $2,756+40.0% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $848 | $8,053-89.5% | $9,455-91.0% | $6,940-87.8% |