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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 | $13,471 | $106,115-87.3% | $85,969-84.3% | $125,389-89.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -6.25% | 13.93%-20.2pp | 9.32%-15.6pp | 282.24%-288.5pp |
| Employer contribution / active EE | $3,869 | $4,537-14.7% | $3,474+11.3% | $4,866-20.5% |
| Participant deferral / active EE | $239 | $4,859-95.1% | $3,829-93.8% | $5,352-95.5% |
| Admin fee / account holder | $3,113 | $8,144-61.8% | $6,053-48.6% | $9,541-67.4% |