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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 | $18,293 | $93,586-80.5% | $135,925-86.5% | $75,173-75.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.96% | 30.90%-17.9pp | 68.25%-55.3pp | 160.65%-147.7pp |
| Employer contribution / active EE | $5,861 | $3,537+65.7% | $4,857+20.7% | $2,670+119.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,589 | $6,977-77.2% | $10,764-85.2% | $5,651-71.9% |