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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 | $6,672 | $150,447-95.6% | $136,298-95.1% | $147,586-95.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 9.28% | 1049.15%-1039.9pp | 5156.27%-5147.0pp | 578.59%-569.3pp |
| Employer contribution / active EE | $1,412 | $5,256-73.1% | $4,696-69.9% | $4,876-71.0% |
| Participant deferral / active EE | $1,581 | $6,631-76.2% | $6,247-74.7% | $5,439-70.9% |
| Admin fee / account holder | $378 | $10,906-96.5% | $9,244-95.9% | $10,886-96.5% |