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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 | $3,603 | $80,985-95.6% | $96,576-96.3% | $75,181-95.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 0.02% | 27.05%-27.0pp | 25.87%-25.9pp | 160.69%-160.7pp |
| Employer contribution / active EE | $1,130 | $2,282-50.5% | $2,965-61.9% | $2,671-57.7% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $528 | $6,719-92.1% | $8,253-93.6% | $5,650-90.7% |