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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 | $15,668 | $67,411-76.8% | $91,004-82.8% | $70,126-77.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 10.37% | -40.16%+50.5pp | 4.60%+5.8pp | 73.15%-62.8pp |
| Employer contribution / active EE | $728 | $1,786-59.2% | $2,456-70.4% | $2,343-68.9% |
| Participant deferral / active EE | $1,097 | $2,823-61.2% | $3,548-69.1% | $3,332-67.1% |
| Admin fee / account holder | $1,958 | $4,236-53.8% | $5,417-63.9% | $4,645-57.9% |