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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 | $6,258 | $45,043-86.1% | $63,005-90.1% | $70,124-91.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 8.81% | 18.76%-10.0pp | 87.59%-78.8pp | 73.14%-64.3pp |
| Employer contribution / active EE | $1,952 | $2,052-4.9% | $2,760-29.3% | $2,342-16.7% |
| Participant deferral / active EE | $426 | $2,466-82.7% | $3,329-87.2% | $3,332-87.2% |
| Admin fee / account holder | $1,543 | $2,833-45.5% | $3,599-57.1% | $4,645-66.8% |