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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 | $102,382-80.3% | $147,005-86.3% | $80,874-75.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.74% | 134.89%-124.2pp | 418.76%-408.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $5,045 | $3,715+35.8% | $4,934+2.2% | $2,756+83.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,154 | $7,942-85.5% | $13,006-91.1% | $6,935-83.4% |