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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 | $23,627 | $102,429-76.9% | $147,096-83.9% | $80,925-70.8% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.2pp | 67.7%+25.7pp |
| Annual return | 10.60% | 135.02%-124.4pp | 419.75%-409.2pp | 35.65%-25.1pp |
| Employer contribution / active EE | $4,023 | $3,716+8.3% | $4,936-18.5% | $2,756+46.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,621 | $7,957-67.1% | $13,005-79.8% | $6,940-62.2% |