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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 | $3,012 | $78,027-96.1% | $178,528-98.3% | $80,925-96.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 9.67% | 18.09%-8.4pp | 27.11%-17.4pp | 35.65%-26.0pp |
| Employer contribution / active EE | $575 | $2,281-74.8% | $3,950-85.4% | $2,756-79.1% |
| Participant deferral / active EE | $934 | $4,408-78.8% | $6,278-85.1% | $4,299-78.3% |
| Admin fee / account holder | $465 | $7,168-93.5% | $10,419-95.5% | $6,940-93.3% |