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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 | $14,629 | $56,054-73.9% | $171,082-91.4% | $62,881-76.7% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 4.12% | 22.52%-18.4pp | 32.56%-28.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $356 | $1,731-79.4% | $4,002-91.1% | $2,281-84.4% |
| Participant deferral / active EE | $881 | $3,158-72.1% | $4,797-81.6% | $3,203-72.5% |
| Admin fee / account holder | $890 | $3,647-75.6% | $8,520-89.6% | $4,296-79.3% |