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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 | $10,801 | $83,898-87.1% | $133,346-91.9% | $94,015-88.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 4.61% | 16.00%-11.4pp | 36.85%-32.2pp | 17.84%-13.2pp |
| Employer contribution / active EE | $929 | $1,821-49.0% | $2,853-67.5% | $2,790-66.7% |
| Participant deferral / active EE | $1,333 | $3,245-58.9% | $4,332-69.2% | $4,249-68.6% |
| Admin fee / account holder | $974 | $7,809-87.5% | $14,264-93.2% | $8,951-89.1% |