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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 | $15,644 | $160,040-90.2% | $147,096-89.4% | $145,877-89.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.96% | 98.49%-91.5pp | 419.75%-412.8pp | 551.28%-544.3pp |
| Employer contribution / active EE | $3,442 | $5,289-34.9% | $4,936-30.3% | $4,663-26.2% |
| Participant deferral / active EE | $2,497 | $8,429-70.4% | $8,071-69.1% | $6,691-62.7% |
| Admin fee / account holder | $509 | $15,050-96.6% | $13,005-96.1% | $13,402-96.2% |