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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 | $15,997 | $150,446-89.4% | $136,297-88.3% | $147,585-89.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.55% | 1049.14%-1039.6pp | 5156.19%-5146.6pp | 578.58%-569.0pp |
| Employer contribution / active EE | $989 | $5,256-81.2% | $4,696-78.9% | $4,876-79.7% |
| Participant deferral / active EE | $1,216 | $6,631-81.7% | $6,247-80.5% | $5,439-77.6% |
| Admin fee / account holder | $3,081 | $10,906-71.8% | $9,244-66.7% | $10,886-71.7% |