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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 | $160,028-96.4% | $147,080-96.1% | $145,884-96.1% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 8.48% | 98.60%-90.1pp | 420.17%-411.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,830 | $5,286-65.4% | $4,933-62.9% | $4,662-60.7% |
| Participant deferral / active EE | $1,312 | $8,422-84.4% | $8,066-83.7% | $6,690-80.4% |
| Admin fee / account holder | $1,483 | $15,030-90.1% | $12,989-88.6% | $13,392-88.9% |