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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 | $12,058 | $176,786-93.2% | $146,643-91.8% | $167,536-92.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -0.16% | 24.04%-24.2pp | 22.75%-22.9pp | 478.82%-479.0pp |
| Employer contribution / active EE | $1,605 | $5,161-68.9% | $4,137-61.2% | $4,839-66.8% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,919 | $13,262-85.5% | $10,280-81.3% | $12,315-84.4% |