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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 | $9,569 | $48,300-80.2% | $40,145,923-100.0% | $62,881-84.8% |
| Participation rate | 100.0% | 62.0%+38.0pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 2.23% | 6.95%-4.7pp | 5.24%-3.0pp | 20.14%-17.9pp |
| Employer contribution / active EE | $2,154 | $1,333+61.6% | $1,844+16.8% | $2,281-5.5% |
| Participant deferral / active EE | $602 | $2,388-74.8% | $2,591-76.8% | $3,203-81.2% |
| Admin fee / account holder | $485 | $2,919-83.4% | $2,903-83.3% | $4,296-88.7% |