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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 | $12,386 | $85,171-85.5% | $172,753-92.8% | $72,976-83.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.64% | 27.32%-11.7pp | 803.00%-787.4pp | 81.02%-65.4pp |
| Employer contribution / active EE | $3,239 | $3,324-2.6% | $5,144-37.0% | $2,440+32.7% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $806 | $5,880-86.3% | $13,956-94.2% | $5,124-84.3% |