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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 | $14,463 | $123,793-88.3% | $177,840-91.9% | $79,852-81.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 5.04% | 22.82%-17.8pp | 48.32%-43.3pp | 31.72%-26.7pp |
| Employer contribution / active EE | $1,552 | $4,095-62.1% | $5,919-73.8% | $2,471-37.2% |
| Participant deferral / active EE | $333 | $5,956-94.4% | $7,714-95.7% | $3,740-91.1% |
| Admin fee / account holder | $7,236 | $7,243-0.1% | $12,431-41.8% | $5,306+36.4% |