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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 | $8,307 | $160,028-94.8% | $147,080-94.4% | $145,884-94.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.78% | 98.60%-91.8pp | 420.17%-413.4pp | 551.85%-545.1pp |
| Employer contribution / active EE | $1,468 | $5,286-72.2% | $4,933-70.2% | $4,662-68.5% |
| Participant deferral / active EE | $2,495 | $8,422-70.4% | $8,066-69.1% | $6,690-62.7% |
| Admin fee / account holder | $8,303 | $15,030-44.8% | $12,989-36.1% | $13,392-38.0% |