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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 | $117,846-97.6% | $102,434-97.2% | $145,884-98.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 3.21% | 31.90%-28.7pp | 29.46%-26.3pp | 551.85%-548.6pp |
| Employer contribution / active EE | $2,104 | $3,615-41.8% | $3,023-30.4% | $4,662-54.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,592 | $13,356-65.6% | $9,462-51.5% | $13,392-65.7% |