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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 | $2,833 | $117,895-97.6% | $102,460-97.2% | $145,897-98.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 3.21% | 31.92%-28.7pp | 29.47%-26.3pp | 552.29%-549.1pp |
| Employer contribution / active EE | $2,104 | $3,619-41.9% | $3,025-30.5% | $4,663-54.9% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,592 | $13,353-65.6% | $9,460-51.5% | $13,390-65.7% |