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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 | $12,207 | $160,040-92.4% | $147,096-91.7% | $145,877-91.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.49% | 98.49%-95.0pp | 419.75%-416.3pp | 551.28%-547.8pp |
| Employer contribution / active EE | $14,913 | $5,289+181.9% | $4,936+202.1% | $4,663+219.8% |
| Participant deferral / active EE | $1,282 | $8,429-84.8% | $8,071-84.1% | $6,691-80.8% |
| Admin fee / account holder | $21,165 | $15,050+40.6% | $13,005+62.7% | $13,402+57.9% |