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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 | $4,521 | $63,346-92.9% | $92,240-95.1% | $70,126-93.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 8.37% | 530.19%-521.8pp | 176.29%-167.9pp | 73.15%-64.8pp |
| Employer contribution / active EE | $2,918 | $2,471+18.1% | $3,680-20.7% | $2,343+24.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,513 | $3,841-60.6% | $5,194-70.9% | $4,645-67.4% |