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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 | $27,025 | $184,000-85.3% | $162,185-83.3% | $152,909-82.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 10.13% | 150.80%-140.7pp | 115.61%-105.5pp | 345.46%-335.3pp |
| Employer contribution / active EE | $3,582 | $6,370-43.8% | $5,613-36.2% | $4,764-24.8% |
| Participant deferral / active EE | $2,638 | $8,033-67.2% | $7,297-63.9% | $5,851-54.9% |
| Admin fee / account holder | $262,315 | $13,124+1898.8% | $10,844+2319.0% | $11,601+2161.2% |