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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 | $13,154 | $88,707-85.2% | $74,184-82.3% | $273,972-95.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.04% | 11.94%-9.9pp | 17.74%-15.7pp | 41.46%-39.4pp |
| Employer contribution / active EE | $691 | $3,159-78.1% | $2,370-70.9% | $4,869-85.8% |
| Participant deferral / active EE | $693 | $4,212-83.5% | $3,550-80.5% | $5,287-86.9% |
| Admin fee / account holder | $10,232 | $8,717+17.4% | $5,586+83.2% | $10,133+1.0% |