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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 | $8,271 | $77,920-89.4% | $149,723-94.5% | $75,177-89.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.22% | 31.72%-19.5pp | 134.50%-122.3pp | 160.75%-148.5pp |
| Employer contribution / active EE | $509 | $3,138-83.8% | $4,821-89.4% | $2,671-80.9% |
| Participant deferral / active EE | $711 | $3,411-79.2% | $5,682-87.5% | $4,126-82.8% |
| Admin fee / account holder | $478 | $5,951-92.0% | $13,215-96.4% | $5,651-91.5% |