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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 | $11,165 | $76,551-85.4% | $123,894-91.0% | $62,881-82.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -0.32% | 18.68%-19.0pp | 47.52%-47.8pp | 20.14%-20.5pp |
| Employer contribution / active EE | $926 | $2,882-67.9% | $4,617-79.9% | $2,281-59.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $387 | $4,826-92.0% | $8,357-95.4% | $4,296-91.0% |