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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 | $3,595 | $160,028-97.8% | $147,080-97.6% | $145,884-97.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.45% | 98.60%-90.2pp | 420.17%-411.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,191 | $5,286-77.5% | $4,933-75.9% | $4,662-74.5% |
| Participant deferral / active EE | $1,401 | $8,422-83.4% | $8,066-82.6% | $6,690-79.1% |
| Admin fee / account holder | $2,894 | $15,030-80.7% | $12,989-77.7% | $13,392-78.4% |