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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 | $10,152 | $226,105-95.5% | $182,540-94.4% | $152,897-93.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 4.54% | 192.58%-188.0pp | 148.58%-144.0pp | 345.43%-340.9pp |
| Employer contribution / active EE | $2,426 | $4,978-51.3% | $4,076-40.5% | $4,764-49.1% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,693 | $10,706-28.1% | $8,593-10.5% | $11,599-33.7% |