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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 | $12,134 | $72,471-83.3% | $94,215-87.1% | $86,983-86.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 70.0%+30.0pp | 69.5%+30.5pp |
| Annual return | 6.43% | 26.44%-20.0pp | 28.22%-21.8pp | 25.83%-19.4pp |
| Employer contribution / active EE | $415 | $1,936-78.6% | $2,675-84.5% | $2,584-83.9% |
| Participant deferral / active EE | $591 | $3,397-82.6% | $4,276-86.2% | $4,194-85.9% |
| Admin fee / account holder | $343 | $6,468-94.7% | $10,216-96.6% | $7,856-95.6% |