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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 | $6,498 | $81,457-92.0% | $103,378-93.7% | $80,911-92.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 5.34% | 25.58%-20.2pp | 24.91%-19.6pp | 35.63%-30.3pp |
| Employer contribution / active EE | $6,954 | $3,107+123.8% | $3,870+79.7% | $2,756+152.3% |
| Participant deferral / active EE | $215 | $3,871-94.4% | $5,058-95.7% | $4,297-95.0% |
| Admin fee / account holder | $3,217 | $6,717-52.1% | $8,401-61.7% | $6,935-53.6% |