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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 | $7,762 | $85,171-90.9% | $172,753-95.5% | $72,976-89.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.76% | 27.32%-21.6pp | 803.00%-797.2pp | 81.02%-75.3pp |
| Employer contribution / active EE | $3,019 | $3,324-9.2% | $5,144-41.3% | $2,440+23.7% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $479 | $5,880-91.9% | $13,956-96.6% | $5,124-90.7% |