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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 | $36,399 | $177,595-79.5% | $148,496-75.5% | $198,609-81.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 1.67% | 9.97%-8.3pp | 12.33%-10.7pp | 202.70%-201.0pp |
| Employer contribution / active EE | $15,343 | $4,098+274.4% | $3,497+338.7% | $5,055+203.5% |
| Participant deferral / active EE | $218 | $5,539-96.1% | $4,808-95.5% | $6,977-96.9% |
| Admin fee / account holder | $2,207 | $27,010-91.8% | $19,547-88.7% | $19,030-88.4% |