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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 | $15,315 | $99,994-84.7% | $146,643-89.6% | $85,847-82.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 10.08% | 18.93%-8.8pp | 22.75%-12.7pp | 318.61%-308.5pp |
| Employer contribution / active EE | $2,497 | $2,559-2.4% | $4,137-39.6% | $2,565-2.7% |
| Participant deferral / active EE | $1,213 | $4,006-69.7% | $5,506-78.0% | $3,952-69.3% |
| Admin fee / account holder | $861 | $7,703-88.8% | $10,280-91.6% | $6,261-86.2% |