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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 | $17,885 | $68,394-73.8% | $94,672-81.1% | $75,177-76.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 9.99% | 616.92%-606.9pp | 156.89%-146.9pp | 160.75%-150.8pp |
| Employer contribution / active EE | $1,070 | $2,701-60.4% | $3,673-70.9% | $2,671-59.9% |
| Participant deferral / active EE | $1,691 | $6,536-74.1% | $7,417-77.2% | $4,126-59.0% |
| Admin fee / account holder | $8,587 | $5,326+61.2% | $7,222+18.9% | $5,651+51.9% |