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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 | $5,320 | $159,978-96.7% | $147,041-96.4% | $145,978-96.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.72% | 98.36%-89.6pp | 419.21%-410.5pp | 550.52%-541.8pp |
| Employer contribution / active EE | $1,327 | $5,288-74.9% | $4,935-73.1% | $4,662-71.5% |
| Participant deferral / active EE | $1,327 | $8,429-84.3% | $8,071-83.6% | $6,690-80.2% |
| Admin fee / account holder | $2,131 | $15,053-85.8% | $13,006-83.6% | $13,400-84.1% |