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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 | $81,476-90.4% | $102,383-92.3% | $80,925-90.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 8.43% | 25.59%-17.2pp | 24.94%-16.5pp | 35.65%-27.2pp |
| Employer contribution / active EE | $4,773 | $3,105+53.7% | $3,870+23.3% | $2,756+73.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $711 | $6,717-89.4% | $8,391-91.5% | $6,940-89.8% |