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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 | $9,274 | $63,346-85.4% | $92,240-89.9% | $70,126-86.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 5.71% | 530.19%-524.5pp | 176.29%-170.6pp | 73.15%-67.4pp |
| Employer contribution / active EE | $2,617 | $2,471+5.9% | $3,680-28.9% | $2,343+11.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,073 | $3,841-46.0% | $5,194-60.1% | $4,645-55.4% |