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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 | $18,409 | $78,520-76.6% | $96,576-80.9% | $82,448-77.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 12.87% | 41.30%-28.4pp | 38.47%-25.6pp | 41.64%-28.8pp |
| Employer contribution / active EE | $699 | $2,630-73.4% | $3,553-80.3% | $2,551-72.6% |
| Participant deferral / active EE | $1,122 | $6,754-83.4% | $7,956-85.9% | $4,139-72.9% |
| Admin fee / account holder | $3,892 | $13,455-71.1% | $11,381-65.8% | $7,234-46.2% |