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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 | $8,626 | $183,539-95.3% | $155,556-94.5% | $145,897-94.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.69% | 61.31%-52.6pp | 64.84%-56.1pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,507 | $5,315-71.7% | $4,675-67.8% | $4,663-67.7% |
| Participant deferral / active EE | $1,516 | $6,467-76.6% | $5,631-73.1% | $6,689-77.3% |
| Admin fee / account holder | $6,032 | $19,275-68.7% | $15,885-62.0% | $13,390-55.0% |