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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 | $18,395 | $71,230-74.2% | $93,727-80.4% | $80,959-77.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 9.38% | 11.26%-1.9pp | 133.83%-124.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $3,913 | $1,565+150.0% | $2,421+61.6% | $2,757+41.9% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,457 | $6,961-79.1% | $8,292-82.4% | $6,925-79.0% |