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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 | $14,995 | $110,212-86.4% | $96,534-84.5% | $139,466-89.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 1.85% | 26.42%-24.6pp | 25.88%-24.0pp | 373.66%-371.8pp |
| Employer contribution / active EE | $1,250 | $3,620-65.5% | $2,965-57.8% | $4,754-73.7% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,029 | $11,599-82.5% | $8,253-75.4% | $11,409-82.2% |