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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 | $23,266 | $56,640-58.9% | $78,002-70.2% | $55,167-57.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 2.08% | 2868.48%-2866.4pp | 425.99%-423.9pp | 169.23%-167.2pp |
| Employer contribution / active EE | $1,980 | $1,724+14.9% | $2,470-19.8% | $1,963+0.9% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $936 | $467+100.6% | $5,481-82.9% | $504+85.7% |