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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 | $10,470 | $99,345-89.5% | $84,753-87.6% | $273,972-96.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.03% | 22.93%-21.9pp | 22.78%-21.8pp | 41.46%-40.4pp |
| Employer contribution / active EE | $770 | $4,214-81.7% | $3,574-78.5% | $4,869-84.2% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,002 | $6,645-69.9% | $5,333-62.5% | $10,133-80.2% |