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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 | $13,378 | $102,429-86.9% | $147,096-90.9% | $80,925-83.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.75% | 135.02%-125.3pp | 419.75%-410.0pp | 35.65%-25.9pp |
| Employer contribution / active EE | $1,141 | $3,716-69.3% | $4,936-76.9% | $2,756-58.6% |
| Participant deferral / active EE | $2,433 | $6,649-63.4% | $8,071-69.9% | $4,299-43.4% |
| Admin fee / account holder | $1,299 | $7,957-83.7% | $13,005-90.0% | $6,940-81.3% |