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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 | $16,022 | $150,447-89.4% | $136,298-88.2% | $147,586-89.1% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 8.52% | 1049.15%-1040.6pp | 5156.27%-5147.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $1,317 | $5,256-74.9% | $4,696-72.0% | $4,876-73.0% |
| Participant deferral / active EE | $1,785 | $6,631-73.1% | $6,247-71.4% | $5,439-67.2% |
| Admin fee / account holder | $10,796 | $10,906-1.0% | $9,244+16.8% | $10,886-0.8% |