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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 | $10,906 | $102,385-89.3% | $147,080-92.6% | $80,935-86.5% |
| Participation rate | 91.9% | 75.9%+16.0pp | 82.2%+9.7pp | 67.7%+24.2pp |
| Annual return | 10.44% | 135.09%-124.6pp | 420.17%-409.7pp | 35.66%-25.2pp |
| Employer contribution / active EE | $3,575 | $3,717-3.8% | $4,933-27.5% | $2,757+29.7% |
| Participant deferral / active EE | $640 | $6,651-90.4% | $8,066-92.1% | $4,299-85.1% |
| Admin fee / account holder | $1,990 | $7,951-75.0% | $12,989-84.7% | $6,924-71.3% |