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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 | $20,387 | $166,131-87.7% | $164,975-87.6% | $145,877-86.0% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 4.67% | 100.37%-95.7pp | 70.12%-65.5pp | 551.28%-546.6pp |
| Employer contribution / active EE | $1,595 | $5,276-69.8% | $4,343-63.3% | $4,663-65.8% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,494 | $16,648-85.0% | $12,688-80.3% | $13,402-81.4% |