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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 | $22,149 | $105,200-78.9% | $159,474-86.1% | $85,847-74.2% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.8%+5.4pp | 69.3%+18.9pp |
| Annual return | 10.71% | 45.08%-34.4pp | 263.68%-253.0pp | 318.61%-307.9pp |
| Employer contribution / active EE | $1,082 | $3,319-67.4% | $4,831-77.6% | $2,565-57.8% |
| Participant deferral / active EE | $1,592 | $5,946-73.2% | $7,353-78.4% | $3,952-59.7% |
| Admin fee / account holder | $481 | $6,934-93.1% | $10,802-95.5% | $6,261-92.3% |