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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 | $11,532 | $124,425-90.7% | $112,040-89.7% | $137,256-91.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 2.37% | 24.72%-22.3pp | 24.52%-22.1pp | 220.34%-218.0pp |
| Employer contribution / active EE | $1,428 | $3,411-58.1% | $2,954-51.7% | $4,156-65.6% |
| Participant deferral / active EE | $766 | $5,718-86.6% | $5,098-85.0% | $6,407-88.0% |
| Admin fee / account holder | $39,129 | $15,207+157.3% | $12,098+223.4% | $12,270+218.9% |