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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 | $14,861 | $160,028-90.7% | $147,080-89.9% | $145,884-89.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.84% | 98.60%-92.8pp | 420.17%-414.3pp | 551.85%-546.0pp |
| Employer contribution / active EE | $1,439 | $5,286-72.8% | $4,933-70.8% | $4,662-69.1% |
| Participant deferral / active EE | $2,515 | $8,422-70.1% | $8,066-68.8% | $6,690-62.4% |
| Admin fee / account holder | $10,162 | $15,030-32.4% | $12,989-21.8% | $13,392-24.1% |