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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 | $12,540 | $85,171-85.3% | $172,752-92.7% | $72,975-82.8% |
| Participation rate | 91.1% | 70.1%+21.0pp | 82.6%+8.5pp | 69.5%+21.6pp |
| Annual return | 12.71% | 27.32%-14.6pp | 802.97%-790.3pp | 81.01%-68.3pp |
| Employer contribution / active EE | $982 | $3,324-70.5% | $5,144-80.9% | $2,440-59.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $534 | $5,880-90.9% | $13,955-96.2% | $5,124-89.6% |