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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 | $16,400 | $63,346-74.1% | $92,240-82.2% | $70,126-76.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 8.08% | 530.19%-522.1pp | 176.29%-168.2pp | 73.15%-65.1pp |
| Employer contribution / active EE | $676 | $2,471-72.6% | $3,680-81.6% | $2,343-71.1% |
| Participant deferral / active EE | $868 | $2,854-69.6% | $3,897-77.7% | $3,332-74.0% |
| Admin fee / account holder | $1,053 | $3,841-72.6% | $5,194-79.7% | $4,645-77.3% |