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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 | $10,297 | $60,349-82.9% | $74,184-86.1% | $62,881-83.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.45% | 21.38%-17.9pp | 17.74%-14.3pp | 20.14%-16.7pp |
| Employer contribution / active EE | $981 | $1,680-41.6% | $2,370-58.6% | $2,281-57.0% |
| Participant deferral / active EE | $1,008 | $2,856-64.7% | $3,550-71.6% | $3,203-68.5% |
| Admin fee / account holder | $556 | $4,261-87.0% | $5,586-90.0% | $4,296-87.1% |