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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 | $21,652 | $150,447-85.6% | $136,298-84.1% | $147,586-85.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.46% | 1049.15%-1040.7pp | 5156.27%-5147.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $3,646 | $5,256-30.6% | $4,696-22.3% | $4,876-25.2% |
| Participant deferral / active EE | $85 | $6,631-98.7% | $6,247-98.6% | $5,439-98.4% |
| Admin fee / account holder | $468 | $10,906-95.7% | $9,244-94.9% | $10,886-95.7% |