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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 | $13,440 | $175,212-92.3% | $149,682-91.0% | $139,427-90.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.27% | 166.63%-159.4pp | 134.35%-127.1pp | 373.27%-366.0pp |
| Employer contribution / active EE | $1,775 | $5,475-67.6% | $4,818-63.2% | $4,752-62.6% |
| Participant deferral / active EE | $972 | $6,520-85.1% | $5,681-82.9% | $6,711-85.5% |
| Admin fee / account holder | $824 | $16,150-94.9% | $13,210-93.8% | $11,404-92.8% |