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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 | $20,466 | $171,492-88.1% | $150,734-86.4% | $198,609-89.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 2.06% | 804.70%-802.6pp | 600.81%-598.7pp | 202.70%-200.6pp |
| Employer contribution / active EE | $1,529 | $5,470-72.0% | $4,918-68.9% | $5,055-69.7% |
| Participant deferral / active EE | $1,912 | $6,259-69.5% | $5,610-65.9% | $6,977-72.6% |
| Admin fee / account holder | $105,177 | $17,628+496.6% | $14,905+605.6% | $19,030+452.7% |