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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 | $10,169 | $111,814-90.9% | $103,378-90.2% | $145,978-93.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.75% | 24.80%-18.1pp | 24.91%-18.2pp | 550.52%-543.8pp |
| Employer contribution / active EE | $7,529 | $4,215+78.6% | $3,870+94.5% | $4,662+61.5% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,844 | $9,764-70.9% | $8,401-66.1% | $13,400-78.8% |