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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 | $12,130 | $159,978-92.4% | $147,041-91.8% | $145,978-91.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 2.09% | 98.36%-96.3pp | 419.21%-417.1pp | 550.52%-548.4pp |
| Employer contribution / active EE | $1,373 | $5,288-74.0% | $4,935-72.2% | $4,662-70.6% |
| Participant deferral / active EE | $1,419 | $8,429-83.2% | $8,071-82.4% | $6,690-78.8% |
| Admin fee / account holder | $700 | $15,053-95.3% | $13,006-94.6% | $13,400-94.8% |