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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 | $9,054 | $184,000-95.1% | $162,185-94.4% | $152,909-94.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 8.35% | 150.80%-142.4pp | 115.61%-107.3pp | 345.46%-337.1pp |
| Employer contribution / active EE | $3,395 | $6,370-46.7% | $5,613-39.5% | $4,764-28.7% |
| Participant deferral / active EE | $2,007 | $8,033-75.0% | $7,297-72.5% | $5,851-65.7% |
| Admin fee / account holder | $63,276 | $13,124+382.1% | $10,844+483.5% | $11,601+445.4% |