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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 | $9,581 | $150,447-93.6% | $136,298-93.0% | $147,586-93.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.69% | 1049.15%-1040.5pp | 5156.27%-5147.6pp | 578.59%-569.9pp |
| Employer contribution / active EE | $4,424 | $5,256-15.8% | $4,696-5.8% | $4,876-9.3% |
| Participant deferral / active EE | $990 | $6,631-85.1% | $6,247-84.2% | $5,439-81.8% |
| Admin fee / account holder | $11,973 | $10,906+9.8% | $9,244+29.5% | $10,886+10.0% |