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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 | $18,129 | $65,364-72.3% | $92,909-80.5% | $72,975-75.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 4.37% | 42.11%-37.7pp | 109.44%-105.1pp | 81.01%-76.6pp |
| Employer contribution / active EE | $4,421 | $2,594+70.4% | $3,653+21.0% | $2,440+81.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,353 | $4,251-68.2% | $5,795-76.7% | $5,124-73.6% |