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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 | $14,636 | $150,447-90.3% | $136,298-89.3% | $147,586-90.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.22% | 1049.15%-1042.9pp | 5156.27%-5150.1pp | 578.59%-572.4pp |
| Employer contribution / active EE | $4,666 | $5,256-11.2% | $4,696-0.6% | $4,876-4.3% |
| Participant deferral / active EE | $1,779 | $6,631-73.2% | $6,247-71.5% | $5,439-67.3% |
| Admin fee / account holder | $14,018 | $10,906+28.5% | $9,244+51.6% | $10,886+28.8% |