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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 | $12,202 | $175,259-93.0% | $149,723-91.9% | $139,487-91.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.01% | 166.82%-163.8pp | 134.50%-131.5pp | 373.84%-370.8pp |
| Employer contribution / active EE | $1,688 | $5,478-69.2% | $4,821-65.0% | $4,755-64.5% |
| Participant deferral / active EE | $1,346 | $6,522-79.4% | $5,682-76.3% | $6,713-80.0% |
| Admin fee / account holder | $66,832 | $16,158+313.6% | $13,215+405.7% | $11,407+485.9% |