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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 | $15,286 | $160,040-90.4% | $147,096-89.6% | $145,877-89.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.73% | 98.49%-93.8pp | 419.75%-415.0pp | 551.28%-546.5pp |
| Employer contribution / active EE | $6,140 | $5,289+16.1% | $4,936+24.4% | $4,663+31.7% |
| Participant deferral / active EE | $395 | $8,429-95.3% | $8,071-95.1% | $6,691-94.1% |
| Admin fee / account holder | $426 | $15,050-97.2% | $13,005-96.7% | $13,402-96.8% |