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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 | $12,633 | $56,894-77.8% | $84,753-85.1% | $62,881-79.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.46% | 6.30%-3.8pp | 22.78%-20.3pp | 20.14%-17.7pp |
| Employer contribution / active EE | $992 | $2,400-58.7% | $3,574-72.2% | $2,281-56.5% |
| Participant deferral / active EE | $224 | $2,709-91.7% | $3,712-94.0% | $3,203-93.0% |
| Admin fee / account holder | $347 | $3,581-90.3% | $5,333-93.5% | $4,296-91.9% |