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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 | $6,915 | $54,541-87.3% | $78,778-91.2% | $70,126-90.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 12.03% | 21.07%-9.0pp | 35.62%-23.6pp | 73.15%-61.1pp |
| Employer contribution / active EE | $667 | $1,089-38.8% | $1,986-66.4% | $2,343-71.5% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,056 | $3,709-71.5% | $5,134-79.4% | $4,645-77.3% |