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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 | $8,304 | $91,179-90.9% | $178,499-95.3% | $79,852-89.6% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.1pp | 69.6%+27.4pp |
| Annual return | 2.54% | 24.19%-21.7pp | 151.10%-148.6pp | 31.72%-29.2pp |
| Employer contribution / active EE | $867 | $3,256-73.4% | $5,011-82.7% | $2,471-64.9% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,199 | $6,749-82.2% | $13,986-91.4% | $5,306-77.4% |