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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 | $13,413 | $88,672-84.9% | $105,223-87.3% | $82,448-83.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 8.12% | 30.86%-22.7pp | 180.65%-172.5pp | 41.64%-33.5pp |
| Employer contribution / active EE | $2,296 | $3,048-24.7% | $3,689-37.8% | $2,551-10.0% |
| Participant deferral / active EE | $81 | $4,036-98.0% | $5,072-98.4% | $4,139-98.1% |
| Admin fee / account holder | $2,774 | $7,146-61.2% | $8,859-68.7% | $7,234-61.7% |