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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 | $39,816 | $137,414-71.0% | $189,545-79.0% | $85,851-53.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.53% | 38.14%-27.6pp | 555.36%-544.8pp | 318.63%-308.1pp |
| Employer contribution / active EE | $1,965 | $4,344-54.8% | $6,162-68.1% | $2,565-23.4% |
| Participant deferral / active EE | $2,144 | $6,260-65.7% | $8,220-73.9% | $3,952-45.7% |
| Admin fee / account holder | $1,331 | $8,630-84.6% | $12,049-89.0% | $6,261-78.7% |