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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 | $7,847 | $81,504-90.4% | $102,437-92.3% | $80,959-90.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 8.43% | 25.60%-17.2pp | 24.95%-16.5pp | 35.67%-27.2pp |
| Employer contribution / active EE | $4,773 | $3,104+53.8% | $3,871+23.3% | $2,757+73.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $711 | $6,719-89.4% | $8,388-91.5% | $6,925-89.7% |