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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 | $15,022 | $56,054-73.2% | $171,082-91.2% | $62,881-76.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 0.04% | 22.52%-22.5pp | 32.56%-32.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $7,031 | $1,731+306.2% | $4,002+75.7% | $2,281+208.3% |
| Participant deferral / active EE | $408 | $3,158-87.1% | $4,797-91.5% | $3,203-87.2% |
| Admin fee / account holder | $624 | $3,647-82.9% | $8,520-92.7% | $4,296-85.5% |