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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 | $13,683 | $89,259-84.7% | $107,187-87.2% | $82,637-83.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 9.13% | 21.02%-11.9pp | 204.55%-195.4pp | 53.51%-44.4pp |
| Employer contribution / active EE | $4,015 | $3,080+30.4% | $3,782+6.2% | $2,552+57.3% |
| Participant deferral / active EE | $1,207 | $4,037-70.1% | $5,096-76.3% | $4,126-70.7% |
| Admin fee / account holder | $1,234 | $7,381-83.3% | $9,162-86.5% | $7,339-83.2% |