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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 | $9,639 | $198,457-95.1% | $170,435-94.3% | $147,586-93.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.80% | 257.30%-248.5pp | 205.94%-197.1pp | 578.59%-569.8pp |
| Employer contribution / active EE | $2,430 | $6,183-60.7% | $5,432-55.3% | $4,876-50.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,900 | $16,852-88.7% | $13,881-86.3% | $10,886-82.5% |