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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 | $7,188 | $56,894-87.4% | $84,753-91.5% | $62,881-88.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 1.78% | 6.30%-4.5pp | 22.78%-21.0pp | 20.14%-18.4pp |
| Employer contribution / active EE | $2,089 | $2,400-12.9% | $3,574-41.5% | $2,281-8.4% |
| Participant deferral / active EE | $255 | $2,709-90.6% | $3,712-93.1% | $3,203-92.0% |
| Admin fee / account holder | $1,314 | $3,581-63.3% | $5,333-75.4% | $4,296-69.4% |