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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 | $14,902 | $81,208-81.7% | $98,916-84.9% | $79,858-81.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 6.15% | 60.99%-54.8pp | 196.45%-190.3pp | 31.72%-25.6pp |
| Employer contribution / active EE | $735 | $1,960-62.5% | $2,689-72.7% | $2,471-70.3% |
| Participant deferral / active EE | $1,087 | $3,265-66.7% | $4,245-74.4% | $3,740-70.9% |
| Admin fee / account holder | $2,900 | $6,013-51.8% | $6,642-56.3% | $5,306-45.3% |