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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 | $11,587 | $162,785-92.9% | $133,959-91.4% | $158,950-92.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.21% | 41.94%-41.7pp | 45.09%-44.9pp | 302.91%-302.7pp |
| Employer contribution / active EE | $1,341 | $4,975-73.1% | $3,919-65.8% | $4,762-71.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,923 | $11,738-83.6% | $8,928-78.5% | $11,248-82.9% |