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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 | $5,937 | $75,807-92.2% | $116,096-94.9% | $86,983-93.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 6.65% | 18.57%-11.9pp | 326.25%-319.6pp | 25.83%-19.2pp |
| Employer contribution / active EE | $741 | $1,892-60.9% | $2,503-70.4% | $2,584-71.3% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $3,952-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,335 | $6,659-64.9% | $7,704-69.7% | $7,856-70.3% |