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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 | $14,163 | $105,200-86.5% | $159,474-91.1% | $85,847-83.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 9.75% | 45.08%-35.3pp | 263.68%-253.9pp | 318.61%-308.9pp |
| Employer contribution / active EE | $1,253 | $3,319-62.2% | $4,831-74.1% | $2,565-51.1% |
| Participant deferral / active EE | $897 | $5,946-84.9% | $7,353-87.8% | $3,952-77.3% |
| Admin fee / account holder | $1,555 | $6,934-77.6% | $10,802-85.6% | $6,261-75.2% |