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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 | $16,888 | $83,485-79.8% | $125,195-86.5% | $72,976-76.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 8.50% | 25.77%-17.3pp | 43.79%-35.3pp | 81.02%-72.5pp |
| Employer contribution / active EE | $638 | $2,346-72.8% | $3,866-83.5% | $2,440-73.9% |
| Participant deferral / active EE | $342 | $3,586-90.5% | $4,937-93.1% | $3,608-90.5% |
| Admin fee / account holder | $35,927 | $5,518+551.1% | $9,704+270.2% | $5,124+601.1% |