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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 | $6,720 | $93,589-92.8% | $135,942-95.1% | $75,181-91.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 2.88% | 30.90%-28.0pp | 68.28%-65.4pp | 160.69%-157.8pp |
| Employer contribution / active EE | $2,279 | $3,537-35.6% | $4,858-53.1% | $2,671-14.7% |
| Participant deferral / active EE | $1,480 | $6,405-76.9% | $7,759-80.9% | $4,126-64.1% |
| Admin fee / account holder | $16,955 | $6,977+143.0% | $10,764+57.5% | $5,650+200.1% |