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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 | $9,136 | $160,070-94.3% | $147,117-93.8% | $145,897-93.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 2.89% | 98.69%-95.8pp | 420.54%-417.6pp | 552.29%-549.4pp |
| Employer contribution / active EE | $1,452 | $5,285-72.5% | $4,932-70.6% | $4,663-68.9% |
| Participant deferral / active EE | $2,363 | $8,419-71.9% | $8,065-70.7% | $6,689-64.7% |
| Admin fee / account holder | $9,503 | $15,035-36.8% | $12,993-26.9% | $13,390-29.0% |