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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 | $8,814 | $159,978-94.5% | $147,041-94.0% | $145,978-94.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.14% | 98.36%-90.2pp | 419.21%-411.1pp | 550.52%-542.4pp |
| Employer contribution / active EE | $1,268 | $5,288-76.0% | $4,935-74.3% | $4,662-72.8% |
| Participant deferral / active EE | $2,553 | $8,429-69.7% | $8,071-68.4% | $6,690-61.8% |
| Admin fee / account holder | $3,702 | $15,053-75.4% | $13,006-71.5% | $13,400-72.4% |