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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 | $8,003 | $51,642-84.5% | $129,384-93.8% | $80,935-90.1% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 9.76% | 20.78%-11.0pp | 9461.77%-9452.0pp | 35.66%-25.9pp |
| Employer contribution / active EE | $2,712 | $1,583+71.3% | $4,153-34.7% | $2,757-1.6% |
| Participant deferral / active EE | $574 | $2,670-78.5% | $4,166-86.2% | $4,299-86.7% |
| Admin fee / account holder | $752 | $4,312-82.6% | $7,686-90.2% | $6,924-89.1% |