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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 | $6,161 | $86,050-92.8% | $189,758-96.8% | $94,015-93.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 7.59% | 17.77%-10.2pp | 52.62%-45.0pp | 17.84%-10.3pp |
| Employer contribution / active EE | $1,039 | $2,819-63.2% | $4,767-78.2% | $2,790-62.8% |
| Participant deferral / active EE | $530 | $3,349-84.2% | $5,856-90.9% | $4,249-87.5% |
| Admin fee / account holder | $1,141 | $6,627-82.8% | $20,388-94.4% | $8,951-87.3% |