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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 | $15,081 | $202,345-92.5% | $172,755-91.3% | $152,885-90.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -2.21% | 1029.77%-1032.0pp | 802.94%-805.2pp | 345.39%-347.6pp |
| Employer contribution / active EE | $10,767 | $5,858+83.8% | $5,144+109.3% | $4,763+126.0% |
| Participant deferral / active EE | $1,000 | $5,948-83.2% | $5,198-80.8% | $5,851-82.9% |
| Admin fee / account holder | $2,976 | $17,111-82.6% | $13,955-78.7% | $11,598-74.3% |