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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 | $20,150 | $197,625-89.8% | $177,840-88.7% | $158,966-87.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 2.08% | 58.76%-56.7pp | 48.32%-46.2pp | 302.95%-300.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $355 | $8,405-95.8% | $7,714-95.4% | $5,983-94.1% |
| Admin fee / account holder | $41,250 | $15,405+167.8% | $12,431+231.8% | $11,250+266.7% |