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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 | $15,404 | $150,435-89.8% | $120,580-87.2% | $145,897-89.4% |
| Participation rate | 81.8% | 78.8%+3.0pp | 72.0%+9.9pp | 80.3%+1.5pp |
| Annual return | 5.27% | 154.60%-149.3pp | 107.48%-102.2pp | 552.29%-547.0pp |
| Employer contribution / active EE | $1,695 | $4,352-61.1% | $3,469-51.1% | $4,663-63.6% |
| Participant deferral / active EE | $905 | $6,174-85.3% | $4,995-81.9% | $6,689-86.5% |
| Admin fee / account holder | $118,928 | $12,182+876.2% | $9,418+1162.7% | $13,390+788.2% |