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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 | $19,921 | $150,446-86.8% | $136,297-85.4% | $147,585-86.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.04% | 1049.14%-1042.1pp | 5156.19%-5149.2pp | 578.58%-571.5pp |
| Employer contribution / active EE | $2,940 | $5,256-44.1% | $4,696-37.4% | $4,876-39.7% |
| Participant deferral / active EE | $960 | $6,631-85.5% | $6,247-84.6% | $5,439-82.3% |
| Admin fee / account holder | $302 | $10,906-97.2% | $9,244-96.7% | $10,886-97.2% |