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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 | $6,478 | $77,358-91.6% | $102,184-93.7% | $87,485-92.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 13.91% | 41.11%-27.2pp | 31.58%-17.7pp | 26.06%-12.2pp |
| Employer contribution / active EE | $392 | $2,562-84.7% | $3,594-89.1% | $2,596-84.9% |
| Participant deferral / active EE | $2,030 | $6,753-69.9% | $8,309-75.6% | $4,274-52.5% |
| Admin fee / account holder | $672 | $6,809-90.1% | $11,609-94.2% | $7,775-91.4% |