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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 | $10,962 | $56,110-80.5% | $94,993-88.5% | $70,126-84.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 6.99% | 51.02%-44.0pp | 27.14%-20.2pp | 73.15%-66.2pp |
| Employer contribution / active EE | $543 | $1,442-62.3% | $2,603-79.1% | $2,343-76.8% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,872 | $3,456-16.9% | $4,960-42.1% | $4,645-38.2% |