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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 | $9,218 | $159,978-94.2% | $147,041-93.7% | $145,978-93.7% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 7.90% | 98.36%-90.5pp | 419.21%-411.3pp | 550.52%-542.6pp |
| Employer contribution / active EE | $1,121 | $5,288-78.8% | $4,935-77.3% | $4,662-76.0% |
| Participant deferral / active EE | $1,313 | $8,429-84.4% | $8,071-83.7% | $6,690-80.4% |
| Admin fee / account holder | $2,397 | $15,053-84.1% | $13,006-81.6% | $13,400-82.1% |