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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 | $19,590 | $152,619-87.2% | $125,195-84.4% | $152,909-87.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 6.59% | 54.85%-48.3pp | 43.79%-37.2pp | 345.46%-338.9pp |
| Employer contribution / active EE | $1,208 | $4,947-75.6% | $3,866-68.7% | $4,764-74.6% |
| Participant deferral / active EE | $1,327 | $5,869-77.4% | $4,937-73.1% | $5,851-77.3% |
| Admin fee / account holder | $96,105 | $13,437+615.2% | $9,704+890.3% | $11,601+728.4% |