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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 | $11,428 | $85,171-86.6% | $172,753-93.4% | $72,976-84.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.14% | 27.32%-23.2pp | 803.00%-798.9pp | 81.02%-76.9pp |
| Employer contribution / active EE | $1,198 | $3,324-64.0% | $5,144-76.7% | $2,440-50.9% |
| Participant deferral / active EE | $765 | $3,260-76.5% | $5,198-85.3% | $3,608-78.8% |
| Admin fee / account holder | $444 | $5,880-92.5% | $13,956-96.8% | $5,124-91.3% |