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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 | $17,490 | $78,682-77.8% | $109,188-84.0% | $85,851-79.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 10.46% | 25.09%-14.6pp | 25.76%-15.3pp | 318.63%-308.2pp |
| Employer contribution / active EE | $2,153 | $2,734-21.2% | $3,723-42.2% | $2,565-16.1% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,354 | $5,470-57.0% | $6,755-65.2% | $6,261-62.4% |