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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 | $10,746 | $102,382-89.5% | $147,005-92.7% | $80,874-86.7% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.2%-3.4pp | 67.6%+11.1pp |
| Annual return | 8.06% | 134.89%-126.8pp | 418.76%-410.7pp | 35.62%-27.6pp |
| Employer contribution / active EE | $5,882 | $3,715+58.3% | $4,934+19.2% | $2,756+113.5% |
| Participant deferral / active EE | $1,363 | $6,646-79.5% | $8,070-83.1% | $4,297-68.3% |
| Admin fee / account holder | $2,085 | $7,942-73.7% | $13,006-84.0% | $6,935-69.9% |