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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 | $30,973 | $171,492-81.9% | $150,734-79.5% | $198,609-84.4% |
| Participation rate | 93.3% | 81.4%+11.9pp | 78.4%+14.9pp | 82.4%+11.0pp |
| Annual return | 0.58% | 804.70%-804.1pp | 600.81%-600.2pp | 202.70%-202.1pp |
| Employer contribution / active EE | $9,768 | $5,470+78.6% | $4,918+98.6% | $5,055+93.2% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $16,890 | $17,628-4.2% | $14,905+13.3% | $19,030-11.2% |