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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 | $13,850 | $165,939-91.7% | $122,354-88.7% | $147,586-90.6% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 0.05% | 34.56%-34.5pp | 30.28%-30.2pp | 578.59%-578.5pp |
| Employer contribution / active EE | $7,936 | $5,754+37.9% | $4,051+95.9% | $4,876+62.8% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $339 | $7,425-95.4% | $5,479-93.8% | $10,886-96.9% |