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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 | $14,421 | $52,306-72.4% | $69,779-79.3% | $62,881-77.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 3.90% | 13.35%-9.5pp | 12.99%-9.1pp | 20.14%-16.2pp |
| Employer contribution / active EE | $569 | $1,799-68.4% | $2,338-75.7% | $2,281-75.0% |
| Participant deferral / active EE | $666 | $2,395-72.2% | $2,931-77.3% | $3,203-79.2% |
| Admin fee / account holder | $2,572 | $3,691-30.3% | $4,381-41.3% | $4,296-40.1% |