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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 | $5,695 | $160,040-96.4% | $147,096-96.1% | $145,877-96.1% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 8.48% | 98.49%-90.0pp | 419.75%-411.3pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,830 | $5,289-65.4% | $4,936-62.9% | $4,663-60.7% |
| Participant deferral / active EE | $1,312 | $8,429-84.4% | $8,071-83.7% | $6,691-80.4% |
| Admin fee / account holder | $1,483 | $15,050-90.1% | $13,005-88.6% | $13,402-88.9% |