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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 | $20,091 | $150,447-86.6% | $136,298-85.3% | $147,586-86.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.34% | 1049.15%-1038.8pp | 5156.27%-5145.9pp | 578.59%-568.3pp |
| Employer contribution / active EE | $1,356 | $5,256-74.2% | $4,696-71.1% | $4,876-72.2% |
| Participant deferral / active EE | $1,713 | $6,631-74.2% | $6,247-72.6% | $5,439-68.5% |
| Admin fee / account holder | $4,406 | $10,906-59.6% | $9,244-52.3% | $10,886-59.5% |