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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 | $0 | $102,429-100.0% | $147,096-100.0% | $80,925-100.0% |
| Participation rate | 84.2% | 75.9%+8.3pp | 82.2%+2.0pp | 67.7%+16.6pp |
| Annual return | 6.60% | 135.02%-128.4pp | 419.75%-413.1pp | 35.65%-29.0pp |
| Employer contribution / active EE | $5,432 | $3,716+46.2% | $4,936+10.0% | $2,756+97.1% |
| Participant deferral / active EE | $1,186 | $6,649-82.2% | $8,071-85.3% | $4,299-72.4% |
| Admin fee / account holder | $376,445 | $7,957+4631.1% | $13,005+2794.6% | $6,940+5324.2% |