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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 | $8,949 | $64,348-86.1% | $90,162-90.1% | $70,131-87.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 5.53% | 28.13%-22.6pp | 34.88%-29.4pp | 73.14%-67.6pp |
| Employer contribution / active EE | $367 | $2,046-82.1% | $3,318-89.0% | $2,342-84.4% |
| Participant deferral / active EE | $741 | $4,389-83.1% | $5,287-86.0% | $3,332-77.8% |
| Admin fee / account holder | $2,661 | $3,944-32.5% | $5,943-55.2% | $4,645-42.7% |