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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 | $16,000 | $217,432-92.6% | $185,851-91.4% | $167,553-90.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.08% | 148.43%-145.3pp | 122.11%-119.0pp | 478.89%-475.8pp |
| Employer contribution / active EE | $1,669 | $5,874-71.6% | $5,168-67.7% | $4,840-65.5% |
| Participant deferral / active EE | $1,869 | $6,357-70.6% | $5,569-66.4% | $6,343-70.5% |
| Admin fee / account holder | $43,781 | $19,820+120.9% | $16,245+169.5% | $12,316+255.5% |