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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 | $21,845 | $86,938-74.9% | $102,423-78.7% | $80,925-73.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 8.62% | 18.89%-10.3pp | 29.42%-20.8pp | 35.65%-27.0pp |
| Employer contribution / active EE | $790 | $2,369-66.6% | $3,023-73.9% | $2,756-71.3% |
| Participant deferral / active EE | $1,205 | $4,120-70.8% | $5,054-76.2% | $4,299-72.0% |
| Admin fee / account holder | $15,939 | $8,053+97.9% | $9,455+68.6% | $6,940+129.7% |