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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 | $10,217 | $160,070-93.6% | $147,117-93.1% | $145,897-93.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.86% | 98.69%-94.8pp | 420.54%-416.7pp | 552.29%-548.4pp |
| Employer contribution / active EE | $1,801 | $5,285-65.9% | $4,932-63.5% | $4,663-61.4% |
| Participant deferral / active EE | $2,069 | $8,419-75.4% | $8,065-74.3% | $6,689-69.1% |
| Admin fee / account holder | $5,591 | $15,035-62.8% | $12,993-57.0% | $13,390-58.2% |