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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 | $7,752 | $175,231-95.6% | $149,696-94.8% | $139,466-94.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 8.22% | 166.77%-158.6pp | 134.46%-126.2pp | 373.66%-365.4pp |
| Employer contribution / active EE | $1,100 | $5,478-79.9% | $4,821-77.2% | $4,754-76.9% |
| Participant deferral / active EE | $1,333 | $6,521-79.6% | $5,682-76.5% | $6,712-80.1% |
| Admin fee / account holder | $6,957 | $16,155-56.9% | $13,212-47.3% | $11,409-39.0% |