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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 | $20,141 | $98,240-79.5% | $82,312-75.5% | $147,586-86.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.57% | 30.85%-23.3pp | 25.88%-18.3pp | 578.59%-571.0pp |
| Employer contribution / active EE | $1,565 | $3,192-51.0% | $2,428-35.5% | $4,876-67.9% |
| Participant deferral / active EE | $1,135 | $4,383-74.1% | $3,706-69.4% | $5,439-79.1% |
| Admin fee / account holder | $49,365 | $8,563+476.5% | $5,608+780.3% | $10,886+353.5% |