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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 | $81,504-92.7% | $102,437-94.2% | $80,959-92.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 5.92% | 25.60%-19.7pp | 24.95%-19.0pp | 35.67%-29.8pp |
| Employer contribution / active EE | $2,945 | $3,104-5.1% | $3,871-23.9% | $2,757+6.8% |
| Participant deferral / active EE | $1,006 | $3,871-74.0% | $5,060-80.1% | $4,300-76.6% |
| Admin fee / account holder | $2,161 | $6,719-67.8% | $8,388-74.2% | $6,925-68.8% |