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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 | $9,053 | $65,367-86.2% | $92,915-90.3% | $72,976-87.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 16.13% | 42.11%-26.0pp | 109.45%-93.3pp | 81.02%-64.9pp |
| Employer contribution / active EE | $1,180 | $2,594-54.5% | $3,653-67.7% | $2,440-51.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $632 | $4,251-85.1% | $5,796-89.1% | $5,124-87.7% |