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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 | $6,847 | $77,638-91.2% | $156,551-95.6% | $62,881-89.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.15% | 50.33%-48.2pp | 32.23%-30.1pp | 20.14%-18.0pp |
| Employer contribution / active EE | $1,744 | $3,444-49.4% | $5,501-68.3% | $2,281-23.5% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $908 | $5,561-83.7% | $13,028-93.0% | $4,296-78.9% |