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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 | $3,962 | $65,367-93.9% | $92,915-95.7% | $72,976-94.6% |
| Participation rate | 94.3% | 68.3%+26.0pp | 76.0%+18.3pp | 69.5%+24.8pp |
| Annual return | 16.20% | 42.11%-25.9pp | 109.45%-93.2pp | 81.02%-64.8pp |
| Employer contribution / active EE | $15,206 | $2,594+486.3% | $3,653+316.2% | $2,440+523.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,533 | $4,251+30.1% | $5,796-4.5% | $5,124+8.0% |