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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 | $11,342 | $105,200-89.2% | $159,474-92.9% | $85,847-86.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 5.46% | 45.08%-39.6pp | 263.68%-258.2pp | 318.61%-313.1pp |
| Employer contribution / active EE | $802 | $3,319-75.8% | $4,831-83.4% | $2,565-68.7% |
| Participant deferral / active EE | $598 | $5,946-89.9% | $7,353-91.9% | $3,952-84.9% |
| Admin fee / account holder | $2,162 | $6,934-68.8% | $10,802-80.0% | $6,261-65.5% |