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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 | $9,469 | $65,041-85.4% | $90,965-89.6% | $79,858-88.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 10.11% | 30.45%-20.3pp | 134.57%-124.5pp | 31.72%-21.6pp |
| Employer contribution / active EE | $816 | $1,247-34.5% | $2,122-61.5% | $2,471-67.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,115 | $4,536-75.4% | $5,960-81.3% | $5,306-79.0% |