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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 | $8,406 | $115,903-92.7% | $100,528-91.6% | $158,966-94.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 5.61% | 34.80%-29.2pp | 30.90%-25.3pp | 302.95%-297.3pp |
| Employer contribution / active EE | $1,585 | $4,105-61.4% | $3,419-53.6% | $4,762-66.7% |
| Participant deferral / active EE | $1,737 | $6,677-74.0% | $6,271-72.3% | $5,983-71.0% |
| Admin fee / account holder | $16,223 | $11,000+47.5% | $8,084+100.7% | $11,250+44.2% |