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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 | $22,015 | $150,447-85.4% | $136,298-83.8% | $147,586-85.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.42% | 1049.15%-1041.7pp | 5156.27%-5148.9pp | 578.59%-571.2pp |
| Employer contribution / active EE | $904 | $5,256-82.8% | $4,696-80.8% | $4,876-81.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,313 | $10,906-78.8% | $9,244-75.0% | $10,886-78.7% |