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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 | $4,930 | $78,015-93.7% | $178,505-97.2% | $80,959-93.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 10.31% | 18.10%-7.8pp | 27.16%-16.8pp | 35.67%-25.4pp |
| Employer contribution / active EE | $557 | $2,281-75.6% | $3,955-85.9% | $2,757-79.8% |
| Participant deferral / active EE | $1,001 | $4,406-77.3% | $6,280-84.1% | $4,300-76.7% |
| Admin fee / account holder | $737 | $7,160-89.7% | $10,428-92.9% | $6,925-89.4% |