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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 | $2,815 | $148,582-98.1% | $135,942-97.9% | $139,456-98.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.85% | 79.26%-70.4pp | 68.28%-59.4pp | 373.45%-364.6pp |
| Employer contribution / active EE | $1,060 | $5,245-79.8% | $4,858-78.2% | $4,753-77.7% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $102,171 | $12,402+723.8% | $10,764+849.2% | $11,407+795.7% |