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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 | $14,373 | $66,764-78.5% | $88,497-83.8% | $62,881-77.1% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 69.3%+30.7pp |
| Annual return | 0.17% | 10.37%-10.2pp | 7.63%-7.5pp | 20.14%-20.0pp |
| Employer contribution / active EE | $2,448 | $3,077-20.4% | $4,036-39.4% | $2,281+7.3% |
| Participant deferral / active EE | $0 | $3,976-100.0% | $4,899-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,074 | $4,668-77.0% | $6,220-82.7% | $4,296-75.0% |