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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 | $6,622 | $160,028-95.9% | $147,080-95.5% | $145,884-95.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.56% | 98.60%-90.0pp | 420.17%-411.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,062 | $5,286-79.9% | $4,933-78.5% | $4,662-77.2% |
| Participant deferral / active EE | $1,501 | $8,422-82.2% | $8,066-81.4% | $6,690-77.6% |
| Admin fee / account holder | $2,309 | $15,030-84.6% | $12,989-82.2% | $13,392-82.8% |