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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 | $25,249 | $227,399-88.9% | $189,758-86.7% | $198,609-87.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 2.39% | 61.03%-58.6pp | 52.62%-50.2pp | 202.70%-200.3pp |
| Employer contribution / active EE | $2,374 | $5,526-57.0% | $4,767-50.2% | $5,055-53.0% |
| Participant deferral / active EE | $3,102 | $6,837-54.6% | $5,856-47.0% | $6,977-55.5% |
| Admin fee / account holder | $105,967 | $25,162+321.1% | $20,388+419.8% | $19,030+456.8% |