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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 | $6,955 | $81,487-91.5% | $102,412-93.2% | $80,935-91.4% |
| Participation rate | 76.9% | 66.8%+10.1pp | 74.5%+2.4pp | 67.7%+9.3pp |
| Annual return | 8.17% | 25.60%-17.4pp | 24.94%-16.8pp | 35.66%-27.5pp |
| Employer contribution / active EE | $6,180 | $3,103+99.2% | $3,870+59.7% | $2,757+124.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,593 | $6,717-61.4% | $8,388-69.1% | $6,924-62.6% |