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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 | $10,339 | $77,638-86.7% | $156,551-93.4% | $62,881-83.6% |
| Participation rate | 93.1% | 71.2%+21.9pp | 84.0%+9.1pp | 69.3%+23.8pp |
| Annual return | 1.32% | 50.33%-49.0pp | 32.23%-30.9pp | 20.14%-18.8pp |
| Employer contribution / active EE | $699 | $3,444-79.7% | $5,501-87.3% | $2,281-69.4% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,137 | $5,561-79.6% | $13,028-91.3% | $4,296-73.5% |