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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 | $16,785 | $209,422-92.0% | $178,503-90.6% | $158,982-89.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.34% | 188.81%-184.5pp | 151.12%-146.8pp | 302.99%-298.7pp |
| Employer contribution / active EE | $2,380 | $5,707-58.3% | $5,011-52.5% | $4,763-50.0% |
| Participant deferral / active EE | $675 | $5,955-88.7% | $5,202-87.0% | $5,983-88.7% |
| Admin fee / account holder | $3,643 | $17,079-78.7% | $13,987-74.0% | $11,252-67.6% |