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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 | $21,927 | $85,766-74.4% | $136,298-83.9% | $70,126-68.7% |
| Participation rate | 98.7% | 74.2%+24.6pp | 81.9%+16.8pp | 69.5%+29.2pp |
| Annual return | 13.63% | 31.46%-17.8pp | 5156.27%-5142.6pp | 73.15%-59.5pp |
| Employer contribution / active EE | $6,777 | $2,966+128.5% | $4,696+44.3% | $2,343+189.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $301 | $5,421-94.4% | $9,244-96.7% | $4,645-93.5% |