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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 | $8,865 | $160,040-94.5% | $147,096-94.0% | $145,877-93.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 8.89% | 98.49%-89.6pp | 419.75%-410.9pp | 551.28%-542.4pp |
| Employer contribution / active EE | $1,391 | $5,289-73.7% | $4,936-71.8% | $4,663-70.2% |
| Participant deferral / active EE | $2,305 | $8,429-72.7% | $8,071-71.4% | $6,691-65.5% |
| Admin fee / account holder | $1,257 | $15,050-91.6% | $13,005-90.3% | $13,402-90.6% |