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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 | $6,437 | $71,197-91.0% | $93,669-93.1% | $80,925-92.0% |
| Participation rate | 84.2% | 60.4%+23.8pp | 68.7%+15.5pp | 67.7%+16.6pp |
| Annual return | 9.39% | 11.27%-1.9pp | 133.59%-124.2pp | 35.65%-26.3pp |
| Employer contribution / active EE | $439 | $1,565-72.0% | $2,424-81.9% | $2,756-84.1% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $640 | $6,959-90.8% | $8,291-92.3% | $6,940-90.8% |