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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 | $8,383 | $107,363-92.2% | $92,909-91.0% | $152,897-94.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 8.33% | 145.63%-137.3pp | 109.44%-101.1pp | 345.43%-337.1pp |
| Employer contribution / active EE | $7,034 | $4,222+66.6% | $3,653+92.5% | $4,764+47.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,932 | $7,082-30.3% | $5,795-14.9% | $11,599-57.5% |