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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 | $17,748 | $157,304-88.7% | $141,197-87.4% | $152,909-88.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.29% | 64.34%-58.1pp | 71.41%-65.1pp | 345.46%-339.2pp |
| Employer contribution / active EE | $4,600 | $5,263-12.6% | $4,736-2.9% | $4,764-3.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $710 | $12,126-94.1% | $10,265-93.1% | $11,601-93.9% |