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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 | $10,005 | $48,300-79.3% | $40,145,923-100.0% | $62,881-84.1% |
| Participation rate | 100.0% | 62.0%+38.0pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 1.08% | 6.95%-5.9pp | 5.24%-4.2pp | 20.14%-19.1pp |
| Employer contribution / active EE | $1,576 | $1,333+18.2% | $1,844-14.5% | $2,281-30.9% |
| Participant deferral / active EE | $0 | $2,388-100.0% | $2,591-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,868 | $2,919-36.0% | $2,903-35.7% | $4,296-56.5% |