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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 | $8,587 | $209,425-95.9% | $178,499-95.2% | $158,966-94.6% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 5.97% | 188.80%-182.8pp | 151.10%-145.1pp | 302.95%-297.0pp |
| Employer contribution / active EE | $1,584 | $5,707-72.2% | $5,011-68.4% | $4,762-66.7% |
| Participant deferral / active EE | $1,584 | $5,955-73.4% | $5,202-69.6% | $5,983-73.5% |
| Admin fee / account holder | $757 | $17,078-95.6% | $13,986-94.6% | $11,250-93.3% |