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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 | $16,099 | $58,828-72.6% | $78,002-79.4% | $62,881-74.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 3.76% | 17.16%-13.4pp | 425.99%-422.2pp | 20.14%-16.4pp |
| Employer contribution / active EE | $680 | $1,672-59.3% | $2,470-72.5% | $2,281-70.2% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,933 | $4,393-56.0% | $5,481-64.7% | $4,296-55.0% |