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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 | $20,197 | $102,422-80.3% | $147,117-86.3% | $80,959-75.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.74% | 135.16%-124.4pp | 420.54%-409.8pp | 35.67%-24.9pp |
| Employer contribution / active EE | $5,045 | $3,717+35.7% | $4,932+2.3% | $2,757+83.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,154 | $7,953-85.5% | $12,993-91.1% | $6,925-83.3% |