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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 | $11,236 | $65,395-82.8% | $182,558-93.8% | $72,976-84.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 6.17% | 27.68%-21.5pp | 148.59%-142.4pp | 81.02%-74.8pp |
| Employer contribution / active EE | $2,779 | $1,911+45.4% | $4,076-31.8% | $2,440+13.9% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,526-100.0% | $3,608-100.0% |
| Admin fee / account holder | $490 | $4,245-88.5% | $8,594-94.3% | $5,124-90.4% |