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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 | $8,480 | $160,040-94.7% | $147,096-94.2% | $145,877-94.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.04% | 98.49%-91.5pp | 419.75%-412.7pp | 551.28%-544.2pp |
| Employer contribution / active EE | $3,322 | $5,289-37.2% | $4,936-32.7% | $4,663-28.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,473 | $15,050-90.2% | $13,005-88.7% | $13,402-89.0% |