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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 | $21,572 | $65,034-66.8% | $90,970-76.3% | $79,856-73.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 6.55% | 30.45%-23.9pp | 134.60%-128.0pp | 31.71%-25.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $908 | $2,512-63.9% | $3,373-73.1% | $3,741-75.7% |
| Admin fee / account holder | $354 | $4,536-92.2% | $5,961-94.1% | $5,306-93.3% |