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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 | $3,708 | $53,127-93.0% | $86,597-95.7% | $70,131-94.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 10.01% | 27.66%-17.7pp | 964.96%-955.0pp | 73.14%-63.1pp |
| Employer contribution / active EE | $1,707 | $2,068-17.4% | $2,840-39.9% | $2,342-27.1% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $677 | $3,585-81.1% | $4,906-86.2% | $4,645-85.4% |