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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 | $11,705 | $124,351-90.6% | $109,188-89.3% | $167,553-93.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.55% | 26.04%-21.5pp | 25.76%-21.2pp | 478.89%-474.3pp |
| Employer contribution / active EE | $5,748 | $4,210+36.5% | $3,723+54.4% | $4,840+18.8% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,675 | $7,975-66.5% | $6,755-60.4% | $12,316-78.3% |