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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 | $102,429-80.3% | $147,096-86.3% | $80,925-75.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.74% | 135.02%-124.3pp | 419.75%-409.0pp | 35.65%-24.9pp |
| Employer contribution / active EE | $5,045 | $3,716+35.8% | $4,936+2.2% | $2,756+83.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,154 | $7,957-85.5% | $13,005-91.1% | $6,940-83.4% |