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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 | $12,708 | $148,629-91.4% | $135,982-90.7% | $139,487-90.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.10% | 79.33%-75.2pp | 68.32%-64.2pp | 373.84%-369.7pp |
| Employer contribution / active EE | $4,944 | $5,247-5.8% | $4,859+1.7% | $4,755+4.0% |
| Participant deferral / active EE | $421 | $8,102-94.8% | $7,760-94.6% | $6,713-93.7% |
| Admin fee / account holder | $25,715 | $12,406+107.3% | $10,767+138.8% | $11,407+125.4% |