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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 | $13,846 | $162,812-91.5% | $133,971-89.7% | $158,966-91.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.69% | 41.94%-40.3pp | 45.09%-43.4pp | 302.95%-301.3pp |
| Employer contribution / active EE | $2,049 | $4,976-58.8% | $3,919-47.7% | $4,762-57.0% |
| Participant deferral / active EE | $796 | $5,910-86.5% | $5,047-84.2% | $5,983-86.7% |
| Admin fee / account holder | $5,159 | $11,741-56.1% | $8,929-42.2% | $11,250-54.1% |