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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 | $9,308 | $160,028-94.2% | $147,080-93.7% | $145,884-93.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.52% | 98.60%-89.1pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,724 | $5,286-67.4% | $4,933-65.1% | $4,662-63.0% |
| Participant deferral / active EE | $2,144 | $8,422-74.5% | $8,066-73.4% | $6,690-67.9% |
| Admin fee / account holder | $2,707 | $15,030-82.0% | $12,989-79.2% | $13,392-79.8% |