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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 | $7,922 | $73,787-89.3% | $98,716-92.0% | $82,448-90.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 9.39% | 18.57%-9.2pp | 31.81%-22.4pp | 41.64%-32.2pp |
| Employer contribution / active EE | $344 | $1,511-77.2% | $2,279-84.9% | $2,551-86.5% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,340 | $6,500-79.4% | $8,703-84.6% | $7,234-81.5% |