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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 | $8,611 | $53,128-83.8% | $86,582-90.1% | $70,126-87.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 6.02% | 27.66%-21.6pp | 965.08%-959.1pp | 73.15%-67.1pp |
| Employer contribution / active EE | $751 | $2,068-63.7% | $2,839-73.6% | $2,343-67.9% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $743 | $3,584-79.3% | $4,904-84.9% | $4,645-84.0% |