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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 | $21,021 | $91,537-77.0% | $130,045-83.8% | $75,173-72.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 8.51% | -631.55%+640.1pp | -137.30%+145.8pp | 160.72%-152.2pp |
| Employer contribution / active EE | $1,449 | $2,845-49.1% | $4,321-66.5% | $2,671-45.7% |
| Participant deferral / active EE | $604 | $4,343-86.1% | $5,820-89.6% | $4,126-85.4% |
| Admin fee / account holder | $2,799 | $6,780-58.7% | $10,600-73.6% | $5,651-50.5% |