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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 | $18,797 | $209,425-91.0% | $178,499-89.5% | $158,966-88.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.54% | 188.80%-183.3pp | 151.10%-145.6pp | 302.95%-297.4pp |
| Employer contribution / active EE | $1,778 | $5,707-68.8% | $5,011-64.5% | $4,762-62.7% |
| Participant deferral / active EE | $1,630 | $5,955-72.6% | $5,202-68.7% | $5,983-72.8% |
| Admin fee / account holder | $3,201 | $17,078-81.3% | $13,986-77.1% | $11,250-71.5% |