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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 | $6,183 | $63,346-90.2% | $92,240-93.3% | $70,126-91.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.92% | 530.19%-518.3pp | 176.29%-164.4pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,627 | $2,471-34.2% | $3,680-55.8% | $2,343-30.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,781 | $3,841-53.6% | $5,194-65.7% | $4,645-61.7% |