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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 | $13,413 | $93,345-85.6% | $119,126-88.7% | $87,485-84.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 8.12% | 19.08%-11.0pp | 282.11%-274.0pp | 26.06%-17.9pp |
| Employer contribution / active EE | $2,296 | $3,172-27.6% | $4,034-43.1% | $2,596-11.6% |
| Participant deferral / active EE | $81 | $4,099-98.0% | $5,318-98.5% | $4,274-98.1% |
| Admin fee / account holder | $2,774 | $8,039-65.5% | $10,693-74.1% | $7,775-64.3% |