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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 | $10,143 | $104,953-90.3% | $84,637-88.0% | $152,909-93.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 6.75% | 373.94%-367.2pp | 258.82%-252.1pp | 345.46%-338.7pp |
| Employer contribution / active EE | $4,854 | $3,304+46.9% | $2,653+82.9% | $4,764+1.9% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $371 | $6,244-94.1% | $4,914-92.5% | $11,601-96.8% |