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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 | $12,164 | $107,363-88.7% | $92,909-86.9% | $152,897-92.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 11.12% | 145.63%-134.5pp | 109.44%-98.3pp | 345.43%-334.3pp |
| Employer contribution / active EE | $12,374 | $4,222+193.1% | $3,653+238.7% | $4,764+159.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,563 | $7,082-7.3% | $5,795+13.2% | $11,599-43.4% |