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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 | $10,869 | $73,988-85.3% | $96,538-88.7% | $75,177-85.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 3.01% | 26.73%-23.7pp | 35.74%-32.7pp | 160.75%-157.7pp |
| Employer contribution / active EE | $1,460 | $2,930-50.2% | $3,740-61.0% | $2,671-45.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,214 | $5,220-76.7% | $6,737-82.0% | $5,651-78.5% |