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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 | $7,841 | $72,272-89.2% | $101,264-92.3% | $79,858-90.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.50% | 22.30%-12.8pp | 46.48%-37.0pp | 31.72%-22.2pp |
| Employer contribution / active EE | $734 | $2,692-72.7% | $3,660-79.9% | $2,471-70.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $817 | $4,401-81.4% | $5,947-86.3% | $5,306-84.6% |