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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 | $13,239 | $94,529-86.0% | $140,019-90.5% | $64,173-79.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -8.17% | 7.77%-15.9pp | 651.17%-659.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,717 | $3,812-28.7% | $5,605-51.5% | $2,381+14.1% |
| Participant deferral / active EE | $2,314 | $5,250-55.9% | $6,927-66.6% | $3,470-33.3% |
| Admin fee / account holder | $4,067 | $6,741-39.7% | $10,705-62.0% | $4,887-16.8% |