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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 | $19,783 | $105,210-81.2% | $159,487-87.6% | $85,851-77.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.98% | 45.08%-34.1pp | 263.71%-252.7pp | 318.63%-307.7pp |
| Employer contribution / active EE | $3,576 | $3,319+7.8% | $4,831-26.0% | $2,565+39.4% |
| Participant deferral / active EE | $1,746 | $5,946-70.6% | $7,354-76.3% | $3,952-55.8% |
| Admin fee / account holder | $1,174 | $6,934-83.1% | $10,804-89.1% | $6,261-81.3% |