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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 | $7,427 | $78,670-90.6% | $109,173-93.2% | $85,847-91.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 9.78% | 25.09%-15.3pp | 25.75%-16.0pp | 318.61%-308.8pp |
| Employer contribution / active EE | $1,788 | $2,734-34.6% | $3,723-52.0% | $2,565-30.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,472 | $5,469-73.1% | $6,755-78.2% | $6,261-76.5% |