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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 | $27,746 | $83,485-66.8% | $125,180-77.8% | $72,983-62.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 2.47% | 25.78%-23.3pp | 43.79%-41.3pp | 81.01%-78.5pp |
| Employer contribution / active EE | $2,692 | $2,346+14.8% | $3,866-30.4% | $2,440+10.3% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,039 | $5,518-44.9% | $9,703-68.7% | $5,124-40.7% |