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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 | $9,507 | $47,848-80.1% | $81,473-88.3% | $70,126-86.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 12.18% | 27.25%-15.1pp | 38.78%-26.6pp | 73.15%-61.0pp |
| Employer contribution / active EE | $6,990 | $1,527+357.7% | $2,568+172.2% | $2,343+198.4% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,864 | $3,145+22.9% | $4,561-15.3% | $4,645-16.8% |