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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 | $10,721 | $175,259-93.9% | $149,723-92.8% | $139,487-92.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.47% | 166.82%-158.4pp | 134.50%-126.0pp | 373.84%-365.4pp |
| Employer contribution / active EE | $2,872 | $5,478-47.6% | $4,821-40.4% | $4,755-39.6% |
| Participant deferral / active EE | $1,256 | $6,522-80.7% | $5,682-77.9% | $6,713-81.3% |
| Admin fee / account holder | $690 | $16,158-95.7% | $13,215-94.8% | $11,407-94.0% |