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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 | $12,323 | $165,939-92.6% | $122,354-89.9% | $147,586-91.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 1.42% | 34.56%-33.1pp | 30.28%-28.9pp | 578.59%-577.2pp |
| Employer contribution / active EE | $3,346 | $5,754-41.9% | $4,051-17.4% | $4,876-31.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,511 | $7,425-39.2% | $5,479-17.7% | $10,886-58.6% |