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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 | $10,883 | $165,361-93.4% | $149,715-92.7% | $158,950-93.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.32% | 348.24%-340.9pp | 276.66%-269.3pp | 302.91%-295.6pp |
| Employer contribution / active EE | $21,000 | $5,103+311.5% | $4,645+352.1% | $4,762+341.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,965 | $10,808-81.8% | $9,310-78.9% | $11,248-82.5% |