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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 | $25,274 | $69,977-63.9% | $108,582-76.7% | $62,881-59.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 1.61% | 10.73%-9.1pp | -51.70%+53.3pp | 20.14%-18.5pp |
| Employer contribution / active EE | $3,448 | $2,135+61.5% | $3,758-8.3% | $2,281+51.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,875 | $5,076-23.7% | $7,645-49.3% | $4,296-9.8% |