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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 | $20,196 | $89,370-77.4% | $141,197-85.7% | $72,976-72.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.33% | 111.88%-97.5pp | 71.41%-57.1pp | 81.02%-66.7pp |
| Employer contribution / active EE | $2,673 | $3,115-14.2% | $4,736-43.6% | $2,440+9.5% |
| Participant deferral / active EE | $986 | $5,419-81.8% | $6,710-85.3% | $3,608-72.7% |
| Admin fee / account holder | $22,965 | $5,957+285.5% | $10,265+123.7% | $5,124+348.2% |