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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 | $6,393 | $81,358-92.1% | $155,556-95.9% | $80,959-92.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 6.10% | 33.39%-27.3pp | 64.84%-58.7pp | 35.67%-29.6pp |
| Employer contribution / active EE | $795 | $3,106-74.4% | $4,675-83.0% | $2,757-71.2% |
| Participant deferral / active EE | $41 | $3,455-98.8% | $5,631-99.3% | $4,300-99.0% |
| Admin fee / account holder | $1,010 | $7,994-87.4% | $15,885-93.6% | $6,925-85.4% |