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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 | $160,028-89.4% | $147,080-88.4% | $145,884-88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.77% | 98.60%-89.8pp | 420.17%-411.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $2,677 | $5,286-49.4% | $4,933-45.7% | $4,662-42.6% |
| Participant deferral / active EE | $1,430 | $8,422-83.0% | $8,066-82.3% | $6,690-78.6% |
| Admin fee / account holder | $199,047 | $15,030+1224.3% | $12,989+1432.4% | $13,392+1386.3% |