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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 | $6,580 | $160,028-95.9% | $147,080-95.5% | $145,884-95.5% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 9.38% | 98.60%-89.2pp | 420.17%-410.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $1,219 | $5,286-76.9% | $4,933-75.3% | $4,662-73.9% |
| Participant deferral / active EE | $1,315 | $8,422-84.4% | $8,066-83.7% | $6,690-80.3% |
| Admin fee / account holder | $1,337 | $15,030-91.1% | $12,989-89.7% | $13,392-90.0% |