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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 | $11,055 | $105,200-89.5% | $159,474-93.1% | $85,847-87.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.86% | 45.08%-33.2pp | 263.68%-251.8pp | 318.61%-306.7pp |
| Employer contribution / active EE | $2,276 | $3,319-31.4% | $4,831-52.9% | $2,565-11.3% |
| Participant deferral / active EE | $727 | $5,946-87.8% | $7,353-90.1% | $3,952-81.6% |
| Admin fee / account holder | $5,330 | $6,934-23.1% | $10,802-50.7% | $6,261-14.9% |