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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 | $23,107 | $69,977-67.0% | $108,582-78.7% | $62,881-63.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 3.13% | 10.73%-7.6pp | -51.70%+54.8pp | 20.14%-17.0pp |
| Employer contribution / active EE | $2,373 | $2,135+11.2% | $3,758-36.9% | $2,281+4.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $854 | $5,076-83.2% | $7,645-88.8% | $4,296-80.1% |