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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 | $6,863 | $160,028-95.7% | $147,080-95.3% | $145,884-95.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.72% | 98.60%-92.9pp | 420.17%-414.4pp | 551.85%-546.1pp |
| Employer contribution / active EE | $1,901 | $5,286-64.0% | $4,933-61.5% | $4,662-59.2% |
| Participant deferral / active EE | $1,796 | $8,422-78.7% | $8,066-77.7% | $6,690-73.1% |
| Admin fee / account holder | $1,858 | $15,030-87.6% | $12,989-85.7% | $13,392-86.1% |