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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 | $8,484 | $65,361-87.0% | $92,903-90.9% | $72,983-88.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 13.36% | 42.11%-28.7pp | 109.43%-96.1pp | 81.01%-67.6pp |
| Employer contribution / active EE | $7,570 | $2,594+191.8% | $3,653+107.2% | $2,440+210.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,176 | $4,251-48.8% | $5,795-62.4% | $5,124-57.5% |