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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 | $10,009 | $64,324-84.4% | $118,914-91.6% | $79,856-87.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 0.95% | 86.45%-85.5pp | 35.89%-34.9pp | 31.71%-30.8pp |
| Employer contribution / active EE | $1,344 | $1,836-26.8% | $3,264-58.8% | $2,471-45.6% |
| Participant deferral / active EE | $368 | $2,824-87.0% | $4,266-91.4% | $3,741-90.2% |
| Admin fee / account holder | $810 | $4,040-79.9% | $6,582-87.7% | $5,306-84.7% |