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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 | $7,586 | $176,105-95.7% | $159,474-95.2% | $167,536-95.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.08% | 331.91%-327.8pp | 263.68%-259.6pp | 478.82%-474.7pp |
| Employer contribution / active EE | $1,265 | $5,299-76.1% | $4,831-73.8% | $4,839-73.9% |
| Participant deferral / active EE | $1,638 | $7,751-78.9% | $7,353-77.7% | $6,342-74.2% |
| Admin fee / account holder | $4,153 | $12,559-66.9% | $10,802-61.6% | $12,315-66.3% |