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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 | $76,407-91.9% | $150,298-95.9% | $82,448-92.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 7.59% | 39.99%-32.4pp | 62.79%-55.2pp | 41.64%-34.1pp |
| Employer contribution / active EE | $1,039 | $2,614-60.3% | $4,154-75.0% | $2,551-59.3% |
| Participant deferral / active EE | $530 | $3,214-83.5% | $5,453-90.3% | $4,139-87.2% |
| Admin fee / account holder | $1,141 | $6,352-82.0% | $14,116-91.9% | $7,234-84.2% |