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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 | $2,234 | $99,345-97.8% | $84,753-97.4% | $273,972-99.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.45% | 22.93%-22.5pp | 22.78%-22.3pp | 41.46%-41.0pp |
| Employer contribution / active EE | $1,292 | $4,214-69.4% | $3,574-63.9% | $4,869-73.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,291 | $6,645-50.5% | $5,333-38.3% | $10,133-67.5% |