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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 | $17,873 | $137,414-87.0% | $189,545-90.6% | $85,851-79.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.64% | 38.14%-26.5pp | 555.36%-543.7pp | 318.63%-307.0pp |
| Employer contribution / active EE | $2,656 | $4,344-38.9% | $6,162-56.9% | $2,565+3.5% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $334 | $8,630-96.1% | $12,049-97.2% | $6,261-94.7% |