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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 | $14,222 | $84,236-83.1% | $170,439-91.7% | $70,124-79.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 7.48% | 23.06%-15.6pp | 205.94%-198.5pp | 73.14%-65.7pp |
| Employer contribution / active EE | $1,696 | $3,387-49.9% | $5,433-68.8% | $2,342-27.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,325 | $5,698-76.7% | $13,881-90.5% | $4,645-71.5% |