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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 | $8,521 | $183,978-95.4% | $162,171-94.7% | $152,885-94.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 7.39% | 150.78%-143.4pp | 115.60%-108.2pp | 345.39%-338.0pp |
| Employer contribution / active EE | $3,909 | $6,370-38.6% | $5,613-30.4% | $4,763-17.9% |
| Participant deferral / active EE | $1,165 | $8,033-85.5% | $7,297-84.0% | $5,851-80.1% |
| Admin fee / account holder | $751 | $13,122-94.3% | $10,843-93.1% | $11,598-93.5% |