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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 | $7,855 | $48,364-83.8% | $71,796-89.1% | $62,881-87.5% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 4.09% | 13.16%-9.1pp | 78.04%-73.9pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,446 | $1,042+38.8% | $1,924-24.9% | $2,281-36.6% |
| Participant deferral / active EE | $379 | $2,091-81.9% | $2,794-86.4% | $3,203-88.2% |
| Admin fee / account holder | $5,982 | $3,771+58.6% | $4,815+24.2% | $4,296+39.3% |