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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 | $16,398 | $88,672-81.5% | $105,223-84.4% | $82,448-80.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 3.75% | 30.86%-27.1pp | 180.65%-176.9pp | 41.64%-37.9pp |
| Employer contribution / active EE | $2,809 | $3,048-7.8% | $3,689-23.9% | $2,551+10.1% |
| Participant deferral / active EE | $1,159 | $4,036-71.3% | $5,072-77.1% | $4,139-72.0% |
| Admin fee / account holder | $15,280 | $7,146+113.8% | $8,859+72.5% | $7,234+111.2% |