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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 | $104,098-96.0% | $140,514-97.0% | $94,015-95.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 0.63% | 15.14%-14.5pp | 14.36%-13.7pp | 17.84%-17.2pp |
| Employer contribution / active EE | $997 | $2,388-58.3% | $3,378-70.5% | $2,790-64.3% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $940 | $10,439-91.0% | $13,697-93.1% | $8,951-89.5% |