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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 | $4,208 | $95,453-95.6% | $112,040-96.2% | $82,448-94.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 0.63% | 23.92%-23.3pp | 24.52%-23.9pp | 41.64%-41.0pp |
| Employer contribution / active EE | $997 | $2,318-57.0% | $2,954-66.3% | $2,551-60.9% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $940 | $9,013-89.6% | $12,098-92.2% | $7,234-87.0% |