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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 | $14,653 | $63,346-76.9% | $92,240-84.1% | $70,126-79.1% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 11.80% | 530.19%-518.4pp | 176.29%-164.5pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,722 | $2,471-30.3% | $3,680-53.2% | $2,343-26.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $386 | $3,841-90.0% | $5,194-92.6% | $4,645-91.7% |