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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 | $21,185 | $150,446-85.9% | $136,297-84.5% | $147,585-85.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 9.85% | 1049.14%-1039.3pp | 5156.19%-5146.3pp | 578.58%-568.7pp |
| Employer contribution / active EE | $1,312 | $5,256-75.0% | $4,696-72.1% | $4,876-73.1% |
| Participant deferral / active EE | $1,859 | $6,631-72.0% | $6,247-70.2% | $5,439-65.8% |
| Admin fee / account holder | $48,133 | $10,906+341.3% | $9,244+420.7% | $10,886+342.2% |