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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 | $9,670 | $160,040-94.0% | $147,096-93.4% | $145,877-93.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.27% | 98.49%-89.2pp | 419.75%-410.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $1,585 | $5,289-70.0% | $4,936-67.9% | $4,663-66.0% |
| Participant deferral / active EE | $781 | $8,429-90.7% | $8,071-90.3% | $6,691-88.3% |
| Admin fee / account holder | $1,192 | $15,050-92.1% | $13,005-90.8% | $13,402-91.1% |