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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 | $2,743 | $160,040-98.3% | $147,096-98.1% | $145,877-98.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.23% | 98.49%-90.3pp | 419.75%-411.5pp | 551.28%-543.1pp |
| Employer contribution / active EE | $1,117 | $5,289-78.9% | $4,936-77.4% | $4,663-76.0% |
| Participant deferral / active EE | $1,462 | $8,429-82.7% | $8,071-81.9% | $6,691-78.2% |
| Admin fee / account holder | $15,005 | $15,050-0.3% | $13,005+15.4% | $13,402+12.0% |