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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 | $12,478 | $209,422-94.0% | $178,503-93.0% | $158,982-92.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.66% | 188.81%-187.2pp | 151.12%-149.5pp | 302.99%-301.3pp |
| Employer contribution / active EE | $1,229 | $5,707-78.5% | $5,011-75.5% | $4,763-74.2% |
| Participant deferral / active EE | $1,182 | $5,955-80.1% | $5,202-77.3% | $5,983-80.2% |
| Admin fee / account holder | $41,393 | $17,079+142.4% | $13,987+195.9% | $11,252+267.9% |