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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 | $15,923 | $89,259-82.2% | $107,187-85.1% | $82,637-80.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.62% | 21.02%-9.4pp | 204.55%-192.9pp | 53.51%-41.9pp |
| Employer contribution / active EE | $1,252 | $3,080-59.3% | $3,782-66.9% | $2,552-50.9% |
| Participant deferral / active EE | $1,423 | $4,037-64.8% | $5,096-72.1% | $4,126-65.5% |
| Admin fee / account holder | $4,574 | $7,381-38.0% | $9,162-50.1% | $7,339-37.7% |