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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 | $8,354 | $76,551-89.1% | $123,894-93.3% | $62,881-86.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.46% | 18.68%-13.2pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $976 | $2,882-66.2% | $4,617-78.9% | $2,281-57.2% |
| Participant deferral / active EE | $567 | $4,840-88.3% | $5,984-90.5% | $3,203-82.3% |
| Admin fee / account holder | $829 | $4,826-82.8% | $8,357-90.1% | $4,296-80.7% |