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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 | $8,053 | $176,071-95.4% | $159,450-94.9% | $167,497-95.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.11% | 331.79%-323.7pp | 263.60%-255.5pp | 478.62%-470.5pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $523 | $7,750-93.3% | $7,352-92.9% | $6,341-91.8% |
| Admin fee / account holder | $486 | $12,555-96.1% | $10,800-95.5% | $12,310-96.0% |