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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 | $10,719 | $109,411-90.2% | $89,435-88.0% | $158,982-93.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 2.94% | 345.68%-342.7pp | 245.55%-242.6pp | 302.99%-300.0pp |
| Employer contribution / active EE | $2,861 | $3,173-9.8% | $2,587+10.6% | $4,763-39.9% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,255 | $6,159+99.0% | $4,884+150.9% | $11,252+8.9% |