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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 | $14,737 | $180,459-91.8% | $154,108-90.4% | $135,380-89.1% |
| Participation rate | 82.6% | 87.4%-4.8pp | 83.0%-0.4pp | 82.6%0pp |
| Annual return | -403.88% | 888.21%-1292.1pp | 735.21%-1139.1pp | 519.81%-923.7pp |
| Employer contribution / active EE | $11,903 | $6,035+97.2% | $5,298+124.7% | $4,779+149.1% |
| Participant deferral / active EE | $1,575 | $5,806-72.9% | $5,081-69.0% | $5,609-71.9% |
| Admin fee / account holder | $822 | $16,145-94.9% | $13,411-93.9% | $10,828-92.4% |