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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 | $7,908 | $160,070-95.1% | $147,117-94.6% | $145,897-94.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.51% | 98.69%-90.2pp | 420.54%-412.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $1,620 | $5,285-69.3% | $4,932-67.2% | $4,663-65.3% |
| Participant deferral / active EE | $218 | $8,419-97.4% | $8,065-97.3% | $6,689-96.7% |
| Admin fee / account holder | $375 | $15,035-97.5% | $12,993-97.1% | $13,390-97.2% |