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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 | $12,355 | $78,682-84.3% | $109,188-88.7% | $85,851-85.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 5.49% | 25.09%-19.6pp | 25.76%-20.3pp | 318.63%-313.1pp |
| Employer contribution / active EE | $4,129 | $2,734+51.0% | $3,723+10.9% | $2,565+60.9% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,464 | $5,470-54.9% | $6,755-63.5% | $6,261-60.6% |