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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 | $14,374 | $135,956-89.4% | $123,894-88.4% | $273,972-94.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.19% | 56.63%-56.4pp | 47.52%-47.3pp | 41.46%-41.3pp |
| Employer contribution / active EE | $13,290 | $5,170+157.1% | $4,617+187.9% | $4,869+173.0% |
| Participant deferral / active EE | $1,689 | $6,343-73.4% | $5,984-71.8% | $5,287-68.1% |
| Admin fee / account holder | $12,096 | $9,817+23.2% | $8,357+44.7% | $10,133+19.4% |