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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 | $6,796 | $48,078-85.9% | $78,676-91.4% | $62,881-89.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 2.52% | 31.36%-28.8pp | 62.19%-59.7pp | 20.14%-17.6pp |
| Employer contribution / active EE | $1,218 | $2,015-39.6% | $2,850-57.3% | $2,281-46.6% |
| Participant deferral / active EE | $204 | $2,587-92.1% | $3,517-94.2% | $3,203-93.6% |
| Admin fee / account holder | $1,147 | $3,206-64.2% | $4,510-74.6% | $4,296-73.3% |