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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 | $8,016 | $217,432-96.3% | $185,849-95.7% | $167,536-95.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.26% | 148.42%-144.2pp | 122.10%-117.8pp | 478.82%-474.6pp |
| Employer contribution / active EE | $3,712 | $5,875-36.8% | $5,169-28.2% | $4,839-23.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $651 | $19,818-96.7% | $16,244-96.0% | $12,315-94.7% |