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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 | $10,888 | $78,027-86.0% | $178,528-93.9% | $80,925-86.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 5.62% | 18.09%-12.5pp | 27.11%-21.5pp | 35.65%-30.0pp |
| Employer contribution / active EE | $514 | $2,281-77.5% | $3,950-87.0% | $2,756-81.3% |
| Participant deferral / active EE | $873 | $4,408-80.2% | $6,278-86.1% | $4,299-79.7% |
| Admin fee / account holder | $7,487 | $7,168+4.5% | $10,419-28.1% | $6,940+7.9% |