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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 | $24,567 | $108,825-77.4% | $156,181-84.3% | $82,448-70.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.64% | 20.59%-9.0pp | 64.87%-53.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | $4,786 | $2,870+66.8% | $4,294+11.5% | $2,551+87.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,437 | $9,341-84.6% | $14,586-90.1% | $7,234-80.1% |