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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 | $23,610 | $69,977-66.3% | $108,582-78.3% | $62,881-62.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 2.51% | 10.73%-8.2pp | -51.70%+54.2pp | 20.14%-17.6pp |
| Employer contribution / active EE | $2,286 | $2,135+7.1% | $3,758-39.2% | $2,281+0.2% |
| Participant deferral / active EE | $433 | $3,165-86.3% | $4,311-90.0% | $3,203-86.5% |
| Admin fee / account holder | $1,040 | $5,076-79.5% | $7,645-86.4% | $4,296-75.8% |