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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 | $8,704 | $101,763-91.4% | $164,866-94.7% | $80,874-89.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.55% | 16.73%-6.2pp | 69.97%-59.4pp | 35.62%-25.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,148 | $4,477-74.4% | $6,033-81.0% | $4,297-73.3% |
| Admin fee / account holder | $843 | $8,228-89.8% | $12,689-93.4% | $6,935-87.8% |