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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 | $7,762 | $77,962-90.0% | $178,540-95.7% | $80,935-90.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 9.37% | 18.10%-8.7pp | 27.15%-17.8pp | 35.66%-26.3pp |
| Employer contribution / active EE | $759 | $2,280-66.7% | $3,953-80.8% | $2,757-72.5% |
| Participant deferral / active EE | $1,054 | $4,404-76.1% | $6,281-83.2% | $4,299-75.5% |
| Admin fee / account holder | $473 | $7,156-93.4% | $10,424-95.5% | $6,924-93.2% |