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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 | $8,655 | $108,942-92.1% | $100,415-91.4% | $145,897-94.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.92% | 58.27%-48.4pp | 49.47%-39.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,173 | $4,422-73.5% | $3,943-70.3% | $4,663-74.9% |
| Participant deferral / active EE | $1,492 | $8,461-82.4% | $8,091-81.6% | $6,689-77.7% |
| Admin fee / account holder | $1,642 | $9,702-83.1% | $7,906-79.2% | $13,390-87.7% |