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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 | $4,325 | $81,446-94.7% | $103,374-95.8% | $80,874-94.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 6.66% | 25.57%-18.9pp | 24.89%-18.2pp | 35.62%-29.0pp |
| Employer contribution / active EE | $3,352 | $3,107+7.9% | $3,869-13.4% | $2,756+21.6% |
| Participant deferral / active EE | $266 | $3,870-93.1% | $5,058-94.7% | $4,297-93.8% |
| Admin fee / account holder | $2,204 | $6,715-67.2% | $8,394-73.7% | $6,935-68.2% |