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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 | $4,315 | $45,050-90.4% | $63,018-93.2% | $70,126-93.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 4.20% | 18.76%-14.6pp | 87.62%-83.4pp | 73.15%-68.9pp |
| Employer contribution / active EE | $803 | $2,052-60.9% | $2,761-70.9% | $2,343-65.7% |
| Participant deferral / active EE | $548 | $2,466-77.8% | $3,330-83.5% | $3,332-83.5% |
| Admin fee / account holder | $1,084 | $2,834-61.8% | $3,601-69.9% | $4,645-76.7% |