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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 | $11,515 | $85,171-86.5% | $172,753-93.3% | $72,976-84.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.37% | 27.32%-12.0pp | 803.00%-787.6pp | 81.02%-65.6pp |
| Employer contribution / active EE | $2,847 | $3,324-14.4% | $5,144-44.7% | $2,440+16.7% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $701 | $5,880-88.1% | $13,956-95.0% | $5,124-86.3% |