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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 | $93,345-82.9% | $119,126-86.6% | $87,485-81.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 11.62% | 19.08%-7.5pp | 282.11%-270.5pp | 26.06%-14.4pp |
| Employer contribution / active EE | $1,252 | $3,172-60.5% | $4,034-69.0% | $2,596-51.8% |
| Participant deferral / active EE | $1,423 | $4,099-65.3% | $5,318-73.2% | $4,274-66.7% |
| Admin fee / account holder | $4,574 | $8,039-43.1% | $10,693-57.2% | $7,775-41.2% |