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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 | $11,543 | $65,555-82.4% | $86,216-86.6% | $75,173-84.6% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 11.74% | 46.07%-34.3pp | 1169.42%-1157.7pp | 160.72%-149.0pp |
| Employer contribution / active EE | $3,123 | $1,553+101.0% | $2,382+31.1% | $2,671+16.9% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,956 | $5,469-64.2% | $6,853-71.5% | $5,651-65.4% |