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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 | $78,690-92.2% | $161,489-96.2% | $87,485-93.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 7.59% | 32.74%-25.2pp | 89.72%-82.1pp | 26.06%-18.5pp |
| Employer contribution / active EE | $1,039 | $2,588-59.9% | $4,268-75.7% | $2,596-60.0% |
| Participant deferral / active EE | $530 | $3,311-84.0% | $5,630-90.6% | $4,274-87.6% |
| Admin fee / account holder | $1,141 | $6,724-83.0% | $16,006-92.9% | $7,775-85.3% |