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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 | $9,550 | $89,364-89.3% | $141,177-93.2% | $72,983-86.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 12.58% | 111.86%-99.3pp | 71.40%-58.8pp | 81.01%-68.4pp |
| Employer contribution / active EE | $2,693 | $3,115-13.5% | $4,736-43.1% | $2,440+10.4% |
| Participant deferral / active EE | $1,519 | $5,419-72.0% | $6,710-77.4% | $3,608-57.9% |
| Admin fee / account holder | $814 | $5,959-86.3% | $10,263-92.1% | $5,124-84.1% |