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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 | $8,711 | $45,087-80.7% | $69,483-87.5% | $72,976-88.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 3.39% | 22.67%-19.3pp | 28.99%-25.6pp | 81.02%-77.6pp |
| Employer contribution / active EE | $971 | $2,055-52.8% | $2,780-65.1% | $2,440-60.2% |
| Participant deferral / active EE | $232 | $2,603-91.1% | $3,537-93.5% | $3,608-93.6% |
| Admin fee / account holder | $306 | $3,057-90.0% | $3,841-92.0% | $5,124-94.0% |