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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 | $19,425 | $73,978-73.7% | $96,515-79.9% | $75,173-74.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 8.86% | 26.72%-17.9pp | 35.73%-26.9pp | 160.72%-151.9pp |
| Employer contribution / active EE | $16,068 | $2,931+448.3% | $3,740+329.7% | $2,671+501.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,662 | $5,219+27.7% | $6,735-1.1% | $5,651+17.9% |