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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 | $7,440 | $47,848-84.5% | $81,473-90.9% | $70,126-89.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 8.33% | 27.25%-18.9pp | 38.78%-30.5pp | 73.15%-64.8pp |
| Employer contribution / active EE | $877 | $1,527-42.6% | $2,568-65.8% | $2,343-62.6% |
| Participant deferral / active EE | $305 | $2,453-87.6% | $3,537-91.4% | $3,332-90.9% |
| Admin fee / account holder | $580 | $3,145-81.6% | $4,561-87.3% | $4,645-87.5% |