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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 | $12,861 | $157,296-91.8% | $141,191-90.9% | $152,897-91.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.92% | 64.34%-54.4pp | 71.41%-61.5pp | 345.43%-335.5pp |
| Employer contribution / active EE | $2,259 | $5,262-57.1% | $4,736-52.3% | $4,764-52.6% |
| Participant deferral / active EE | $2,270 | $7,111-68.1% | $6,710-66.2% | $5,851-61.2% |
| Admin fee / account holder | $26,615 | $12,125+119.5% | $10,264+159.3% | $11,599+129.4% |