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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 | $5,038 | $81,233-93.8% | $155,567-96.8% | $80,874-93.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.15% | 33.33%-23.2pp | 64.74%-54.6pp | 35.62%-25.5pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $843 | $3,452-75.6% | $5,628-85.0% | $4,297-80.4% |
| Admin fee / account holder | $345 | $7,998-95.7% | $15,916-97.8% | $6,935-95.0% |