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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 | $14,965 | $160,070-90.7% | $147,117-89.8% | $145,897-89.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.97% | 98.69%-89.7pp | 420.54%-411.6pp | 552.29%-543.3pp |
| Employer contribution / active EE | $3,213 | $5,285-39.2% | $4,932-34.9% | $4,663-31.1% |
| Participant deferral / active EE | $2,381 | $8,419-71.7% | $8,065-70.5% | $6,689-64.4% |
| Admin fee / account holder | $9,162 | $15,035-39.1% | $12,993-29.5% | $13,390-31.6% |