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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 | $166,242-87.7% | $165,071-87.6% | $145,884-86.0% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 4.67% | 100.44%-95.8pp | 70.17%-65.5pp | 551.85%-547.2pp |
| Employer contribution / active EE | $1,595 | $5,283-69.8% | $4,347-63.3% | $4,662-65.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,494 | $16,658-85.0% | $12,695-80.4% | $13,392-81.4% |