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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 | $16,348 | $142,426-88.5% | $115,167-85.8% | $152,909-89.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 5.68% | 41.48%-35.8pp | 35.60%-29.9pp | 345.46%-339.8pp |
| Employer contribution / active EE | $5,272 | $4,011+31.5% | $3,179+65.8% | $4,764+10.7% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $929 | $8,464-89.0% | $7,089-86.9% | $11,601-92.0% |