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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 | $10,611 | $156,398-93.2% | $147,318-92.8% | $138,895-92.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -0.44% | 78.75%-79.2pp | 70.43%-70.9pp | 145.39%-145.8pp |
| Employer contribution / active EE | $1,278 | $4,853-73.7% | $4,593-72.2% | $4,194-69.5% |
| Participant deferral / active EE | $2,376 | $8,237-71.2% | $7,906-70.0% | $6,396-62.9% |
| Admin fee / account holder | $30,995 | $14,976+107.0% | $13,708+126.1% | $12,562+146.7% |