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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 | $12,658 | $80,812-84.3% | $160,784-92.1% | $82,448-84.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 11.71% | 100.59%-88.9pp | 1803.92%-1792.2pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,877 | $2,174-13.6% | $3,733-49.7% | $2,551-26.4% |
| Participant deferral / active EE | $1,341 | $4,335-69.1% | $6,293-78.7% | $4,139-67.6% |
| Admin fee / account holder | $1,063 | $7,695-86.2% | $9,717-89.1% | $7,234-85.3% |