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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 | $17,036 | $159,934-89.3% | $147,005-88.4% | $145,959-88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.77% | 98.24%-89.5pp | 418.76%-410.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $2,677 | $5,287-49.4% | $4,934-45.7% | $4,661-42.6% |
| Participant deferral / active EE | $1,430 | $8,427-83.0% | $8,070-82.3% | $6,689-78.6% |
| Admin fee / account holder | $199,047 | $15,053+1222.3% | $13,006+1430.4% | $13,398+1385.7% |