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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 | $3,734 | $150,447-97.5% | $136,298-97.3% | $147,586-97.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.20% | 1049.15%-1042.0pp | 5156.27%-5149.1pp | 578.59%-571.4pp |
| Employer contribution / active EE | $2,634 | $5,256-49.9% | $4,696-43.9% | $4,876-46.0% |
| Participant deferral / active EE | $827 | $6,631-87.5% | $6,247-86.8% | $5,439-84.8% |
| Admin fee / account holder | $14,153 | $10,906+29.8% | $9,244+53.1% | $10,886+30.0% |