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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 | $6,902 | $78,690-91.2% | $161,489-95.7% | $87,485-92.1% |
| Participation rate | 98.9% | 67.5%+31.5pp | 78.7%+20.2pp | 68.9%+30.0pp |
| Annual return | 10.54% | 32.74%-22.2pp | 89.72%-79.2pp | 26.06%-15.5pp |
| Employer contribution / active EE | $764 | $2,588-70.5% | $4,268-82.1% | $2,596-70.6% |
| Participant deferral / active EE | $42 | $3,311-98.7% | $5,630-99.2% | $4,274-99.0% |
| Admin fee / account holder | $1,281 | $6,724-81.0% | $16,006-92.0% | $7,775-83.5% |