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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 | $14,684 | $72,273-79.7% | $101,275-85.5% | $79,856-81.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 3.19% | 22.30%-19.1pp | 46.48%-43.3pp | 31.71%-28.5pp |
| Employer contribution / active EE | $5,396 | $2,691+100.5% | $3,660+47.4% | $2,471+118.3% |
| Participant deferral / active EE | $258 | $3,282-92.1% | $4,371-94.1% | $3,741-93.1% |
| Admin fee / account holder | $665 | $4,401-84.9% | $5,948-88.8% | $5,306-87.5% |