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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 | $15,002 | $101,778-85.3% | $164,975-90.9% | $80,925-81.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 7.00% | 16.73%-9.7pp | 70.12%-63.1pp | 35.65%-28.6pp |
| Employer contribution / active EE | $5,067 | $2,954+71.5% | $4,343+16.7% | $2,756+83.8% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $682 | $8,221-91.7% | $12,688-94.6% | $6,940-90.2% |