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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 | $16,706 | $166,020-89.9% | $164,866-89.9% | $145,959-88.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.50% | 100.08%-93.6pp | 69.97%-63.5pp | 561.95%-555.5pp |
| Employer contribution / active EE | $3,000 | $5,275-43.1% | $4,343-30.9% | $4,661-35.6% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $63,570 | $16,644+281.9% | $12,689+401.0% | $13,398+374.5% |