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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 | $10,333 | $150,447-93.1% | $136,298-92.4% | $147,586-93.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.14% | 1049.15%-1040.0pp | 5156.27%-5147.1pp | 578.59%-569.5pp |
| Employer contribution / active EE | $1,275 | $5,256-75.7% | $4,696-72.9% | $4,876-73.9% |
| Participant deferral / active EE | $811 | $6,631-87.8% | $6,247-87.0% | $5,439-85.1% |
| Admin fee / account holder | $25,814 | $10,906+136.7% | $9,244+179.3% | $10,886+137.1% |