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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 | $2,660 | $159,934-98.3% | $147,005-98.2% | $145,959-98.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.44% | 98.24%-89.8pp | 418.76%-410.3pp | 561.95%-553.5pp |
| Employer contribution / active EE | $1,062 | $5,287-79.9% | $4,934-78.5% | $4,661-77.2% |
| Participant deferral / active EE | $1,314 | $8,427-84.4% | $8,070-83.7% | $6,689-80.4% |
| Admin fee / account holder | $312 | $15,053-97.9% | $13,006-97.6% | $13,398-97.7% |