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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 | $18,198 | $171,492-89.4% | $150,734-87.9% | $198,609-90.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 3.39% | 804.70%-801.3pp | 600.81%-597.4pp | 202.70%-199.3pp |
| Employer contribution / active EE | $1,642 | $5,470-70.0% | $4,918-66.6% | $5,055-67.5% |
| Participant deferral / active EE | $1,727 | $6,259-72.4% | $5,610-69.2% | $6,977-75.3% |
| Admin fee / account holder | $5,658 | $17,628-67.9% | $14,905-62.0% | $19,030-70.3% |