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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 | $17,007 | $64,324-73.6% | $118,946-85.7% | $79,858-78.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 5.26% | 86.45%-81.2pp | 35.89%-30.6pp | 31.72%-26.5pp |
| Employer contribution / active EE | $1,414 | $1,836-23.0% | $3,263-56.7% | $2,471-42.8% |
| Participant deferral / active EE | $752 | $2,824-73.4% | $4,266-82.4% | $3,740-79.9% |
| Admin fee / account holder | $15,455 | $4,040+282.6% | $6,581+134.8% | $5,306+191.3% |