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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 | $18,813 | $48,364-61.1% | $71,796-73.8% | $62,881-70.1% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 3.18% | 13.16%-10.0pp | 78.04%-74.9pp | 20.14%-17.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $284 | $2,091-86.4% | $2,794-89.8% | $3,203-91.1% |
| Admin fee / account holder | $670 | $3,771-82.2% | $4,815-86.1% | $4,296-84.4% |