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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 | $13,621 | $160,040-91.5% | $147,096-90.7% | $145,877-90.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.44% | 98.49%-91.1pp | 419.75%-412.3pp | 551.28%-543.8pp |
| Employer contribution / active EE | $1,750 | $5,289-66.9% | $4,936-64.6% | $4,663-62.5% |
| Participant deferral / active EE | $41 | $8,429-99.5% | $8,071-99.5% | $6,691-99.4% |
| Admin fee / account holder | $770 | $15,050-94.9% | $13,005-94.1% | $13,402-94.3% |