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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 | $5,961 | $159,978-96.3% | $147,041-95.9% | $145,978-95.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 5.96% | 98.36%-92.4pp | 419.21%-413.2pp | 550.52%-544.6pp |
| Employer contribution / active EE | $2,081 | $5,288-60.7% | $4,935-57.8% | $4,662-55.4% |
| Participant deferral / active EE | $2,473 | $8,429-70.7% | $8,071-69.4% | $6,690-63.0% |
| Admin fee / account holder | $6,680 | $15,053-55.6% | $13,006-48.6% | $13,400-50.2% |