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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 | $18,326 | $217,392-91.6% | $185,818-90.1% | $167,497-89.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.86% | 148.37%-142.5pp | 122.06%-116.2pp | 478.62%-472.8pp |
| Employer contribution / active EE | $2,945 | $5,873-49.9% | $5,168-43.0% | $4,838-39.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $3,094 | $19,813-84.4% | $16,239-80.9% | $12,310-74.9% |