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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 | $4,946 | $58,848-91.6% | $88,179-94.4% | $82,637-94.0% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 10.44% | 22.76%-12.3pp | 64.97%-54.5pp | 53.51%-43.1pp |
| Employer contribution / active EE | $1,555 | $1,678-7.4% | $2,549-39.0% | $2,552-39.1% |
| Participant deferral / active EE | $0 | $3,124-100.0% | $4,614-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,432 | $4,795-70.1% | $7,673-81.3% | $7,339-80.5% |