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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 | $13,261 | $73,955-82.1% | $96,520-86.3% | $75,181-82.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 12.50% | 26.72%-14.2pp | 35.72%-23.2pp | 160.69%-148.2pp |
| Employer contribution / active EE | $5,447 | $2,930+85.9% | $3,739+45.7% | $2,671+104.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $332 | $5,217-93.6% | $6,733-95.1% | $5,650-94.1% |