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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 | $23,175 | $101,763-77.2% | $164,866-85.9% | $80,874-71.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.94% | 16.73%-6.8pp | 69.97%-60.0pp | 35.62%-25.7pp |
| Employer contribution / active EE | $6,104 | $2,954+106.6% | $4,343+40.5% | $2,756+121.5% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $658 | $8,228-92.0% | $12,689-94.8% | $6,935-90.5% |