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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 | $12,449 | $78,705-84.2% | $117,857-89.4% | $70,131-82.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 9.75% | 23.30%-13.5pp | 335.09%-325.3pp | 73.14%-63.4pp |
| Employer contribution / active EE | $938 | $2,223-57.8% | $3,786-75.2% | $2,342-60.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $429 | $5,065-91.5% | $8,020-94.7% | $4,645-90.8% |