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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 | $10,555 | $77,638-86.4% | $156,551-93.3% | $62,881-83.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.23% | 50.33%-46.1pp | 32.23%-28.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $742 | $3,444-78.5% | $5,501-86.5% | $2,281-67.5% |
| Participant deferral / active EE | $821 | $3,046-73.0% | $4,871-83.1% | $3,203-74.4% |
| Admin fee / account holder | $2,468 | $5,561-55.6% | $13,028-81.1% | $4,296-42.6% |