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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 | $22,859 | $58,828-61.1% | $78,002-70.7% | $62,881-63.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 1.87% | 17.16%-15.3pp | 425.99%-424.1pp | 20.14%-18.3pp |
| Employer contribution / active EE | $344 | $1,672-79.4% | $2,470-86.1% | $2,281-84.9% |
| Participant deferral / active EE | $443 | $2,686-83.5% | $3,497-87.3% | $3,203-86.2% |
| Admin fee / account holder | $998 | $4,393-77.3% | $5,481-81.8% | $4,296-76.8% |