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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 | $10,804 | $85,171-87.3% | $172,752-93.7% | $72,975-85.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 13.68% | 27.32%-13.6pp | 802.97%-789.3pp | 81.01%-67.3pp |
| Employer contribution / active EE | $599 | $3,324-82.0% | $5,144-88.4% | $2,440-75.4% |
| Participant deferral / active EE | $122 | $3,260-96.3% | $5,198-97.7% | $3,608-96.6% |
| Admin fee / account holder | $1,766 | $5,880-70.0% | $13,955-87.3% | $5,124-65.5% |