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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 | $5,821 | $171,867-96.6% | $149,721-96.1% | $147,586-96.1% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 7.16% | 2113.36%-2106.2pp | 1501.67%-1494.5pp | 578.59%-571.4pp |
| Employer contribution / active EE | $1,518 | $6,275-75.8% | $5,444-72.1% | $4,876-68.9% |
| Participant deferral / active EE | $1,717 | $7,270-76.4% | $6,568-73.9% | $5,439-68.4% |
| Admin fee / account holder | $25,876 | $13,799+87.5% | $11,282+129.3% | $10,886+137.7% |