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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 | $17,473 | $89,370-80.4% | $141,197-87.6% | $72,976-76.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.42% | 111.88%-95.5pp | 71.41%-55.0pp | 81.02%-64.6pp |
| Employer contribution / active EE | $6,685 | $3,115+114.6% | $4,736+41.1% | $2,440+174.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $453 | $5,957-92.4% | $10,265-95.6% | $5,124-91.2% |