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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 | $8,885 | $99,031-91.0% | $86,597-89.7% | $147,585-94.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.34% | 1312.56%-1304.2pp | 964.96%-956.6pp | 578.57%-570.2pp |
| Employer contribution / active EE | $1,685 | $3,132-46.2% | $2,840-40.7% | $4,876-65.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,452 | $5,711-74.6% | $4,906-70.4% | $10,885-86.7% |