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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 | $10,395 | $160,028-93.5% | $147,080-92.9% | $145,884-92.9% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 9.11% | 98.60%-89.5pp | 420.17%-411.1pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,120 | $5,286-78.8% | $4,933-77.3% | $4,662-76.0% |
| Participant deferral / active EE | $1,813 | $8,422-78.5% | $8,066-77.5% | $6,690-72.9% |
| Admin fee / account holder | $441 | $15,030-97.1% | $12,989-96.6% | $13,392-96.7% |