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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 | $9,639 | $181,062-94.7% | $158,223-93.9% | $155,188-93.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 6.43% | 57.39%-51.0pp | 52.09%-45.7pp | 148.84%-142.4pp |
| Employer contribution / active EE | $5,100 | $4,565+11.7% | $4,109+24.1% | $4,248+20.1% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,672,167 | $18,825+30031.3% | $16,047+35246.9% | $14,480+39073.1% |