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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 | $11,147 | $73,978-84.9% | $96,515-88.5% | $75,173-85.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.13% | 26.72%-16.6pp | 35.73%-25.6pp | 160.72%-150.6pp |
| Employer contribution / active EE | $1,348 | $2,931-54.0% | $3,740-64.0% | $2,671-49.5% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,329 | $5,219-74.5% | $6,735-80.3% | $5,651-76.5% |