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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 | $23,819 | $86,288-72.4% | $111,306-78.6% | $85,851-72.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.92% | 19.99%-9.1pp | 54.67%-43.8pp | 318.63%-307.7pp |
| Employer contribution / active EE | $1,722 | $2,044-15.8% | $2,732-37.0% | $2,565-32.9% |
| Participant deferral / active EE | $944 | $3,641-74.1% | $4,488-79.0% | $3,952-76.1% |
| Admin fee / account holder | $1,982 | $8,189-75.8% | $7,966-75.1% | $6,261-68.3% |