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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 | $13,681 | $72,273-81.1% | $101,275-86.5% | $79,856-82.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 1.70% | 22.30%-20.6pp | 46.48%-44.8pp | 31.71%-30.0pp |
| Employer contribution / active EE | $6,439 | $2,691+139.3% | $3,660+75.9% | $2,471+160.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,711 | $4,401-38.4% | $5,948-54.4% | $5,306-48.9% |