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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 | $15,355 | $86,922-82.3% | $102,438-85.0% | $80,874-81.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 7.30% | 18.90%-11.6pp | 29.37%-22.1pp | 35.62%-28.3pp |
| Employer contribution / active EE | $5,177 | $2,369+118.5% | $3,024+71.2% | $2,756+87.9% |
| Participant deferral / active EE | $98 | $4,119-97.6% | $5,054-98.1% | $4,297-97.7% |
| Admin fee / account holder | $1,119 | $8,050-86.1% | $9,448-88.2% | $6,935-83.9% |