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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 | $17,632 | $77,472-77.2% | $100,415-82.4% | $80,959-78.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 5.64% | 37.26%-31.6pp | 49.47%-43.8pp | 35.67%-30.0pp |
| Employer contribution / active EE | $1,230 | $2,800-56.1% | $3,943-68.8% | $2,757-55.4% |
| Participant deferral / active EE | $2,044 | $6,818-70.0% | $8,091-74.7% | $4,300-52.5% |
| Admin fee / account holder | $735 | $5,885-87.5% | $7,906-90.7% | $6,925-89.4% |