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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 | $8,365 | $56,544-85.2% | $75,501-88.9% | $70,126-88.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 4.58% | 23.59%-19.0pp | 27.35%-22.8pp | 73.15%-68.6pp |
| Employer contribution / active EE | $2,809 | $1,817+54.6% | $2,352+19.4% | $2,343+19.9% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,399 | $3,827+93.4% | $5,801+27.6% | $4,645+59.3% |