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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 | $14,935 | $166,242-91.0% | $165,071-91.0% | $145,884-89.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.69% | 100.44%-91.8pp | 70.17%-61.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $4,158 | $5,283-21.3% | $4,347-4.4% | $4,662-10.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $746 | $16,658-95.5% | $12,695-94.1% | $13,392-94.4% |