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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 | $7,525 | $48,053-84.3% | $84,637-91.1% | $72,976-89.7% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 8.97% | 37.39%-28.4pp | 258.82%-249.9pp | 81.02%-72.0pp |
| Employer contribution / active EE | $3,416 | $1,602+113.2% | $2,653+28.7% | $2,440+40.0% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,677 | $3,395-50.6% | $4,914-65.9% | $5,124-67.3% |