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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 | $8,480 | $217,427-96.1% | $185,837-95.4% | $167,518-94.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.85% | 148.39%-144.5pp | 122.08%-118.2pp | 478.71%-474.9pp |
| Employer contribution / active EE | $1,597 | $5,874-72.8% | $5,168-69.1% | $4,838-67.0% |
| Participant deferral / active EE | $260 | $6,357-95.9% | $5,568-95.3% | $6,342-95.9% |
| Admin fee / account holder | $3,350 | $19,816-83.1% | $16,241-79.4% | $12,312-72.8% |