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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 | $71,208-74.2% | $93,681-80.4% | $80,911-77.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 9.38% | 11.27%-1.9pp | 133.47%-124.1pp | 35.63%-26.2pp |
| Employer contribution / active EE | $3,913 | $1,564+150.1% | $2,422+61.5% | $2,756+42.0% |
| Participant deferral / active EE | $0 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,457 | $6,951-79.0% | $8,290-82.4% | $6,935-79.0% |