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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 | $11,056 | $101,752-89.1% | $164,928-93.3% | $80,911-86.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 4.84% | 16.73%-11.9pp | 70.08%-65.2pp | 35.63%-30.8pp |
| Employer contribution / active EE | $1,384 | $2,953-53.1% | $4,343-68.1% | $2,756-49.8% |
| Participant deferral / active EE | $897 | $4,477-80.0% | $6,034-85.1% | $4,297-79.1% |
| Admin fee / account holder | $413 | $8,218-95.0% | $12,684-96.7% | $6,935-94.0% |