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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 | $5,922 | $81,446-92.7% | $103,374-94.3% | $80,874-92.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 5.92% | 25.57%-19.7pp | 24.89%-19.0pp | 35.62%-29.7pp |
| Employer contribution / active EE | $2,945 | $3,107-5.2% | $3,869-23.9% | $2,756+6.9% |
| Participant deferral / active EE | $1,006 | $3,870-74.0% | $5,058-80.1% | $4,297-76.6% |
| Admin fee / account holder | $2,161 | $6,715-67.8% | $8,394-74.3% | $6,935-68.8% |