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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 | $2,709 | $175,231-98.5% | $149,696-98.2% | $139,466-98.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.56% | 166.77%-159.2pp | 134.46%-126.9pp | 373.66%-366.1pp |
| Employer contribution / active EE | $1,248 | $5,478-77.2% | $4,821-74.1% | $4,754-73.7% |
| Participant deferral / active EE | $1,248 | $6,521-80.9% | $5,682-78.0% | $6,712-81.4% |
| Admin fee / account holder | $78,851 | $16,155+388.1% | $13,212+496.8% | $11,409+591.1% |