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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 | $25,331 | $198,457-87.2% | $170,435-85.1% | $147,586-82.8% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 6.37% | 257.30%-250.9pp | 205.94%-199.6pp | 578.59%-572.2pp |
| Employer contribution / active EE | $2,559 | $6,183-58.6% | $5,432-52.9% | $4,876-47.5% |
| Participant deferral / active EE | $1,214 | $5,629-78.4% | $4,939-75.4% | $5,439-77.7% |
| Admin fee / account holder | $42,413 | $16,852+151.7% | $13,881+205.6% | $10,886+289.6% |