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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 | $30,501 | $198,457-84.6% | $170,435-82.1% | $147,586-79.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 4.43% | 257.30%-252.9pp | 205.94%-201.5pp | 578.59%-574.2pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $996 | $5,629-82.3% | $4,939-79.8% | $5,439-81.7% |
| Admin fee / account holder | $5,395 | $16,852-68.0% | $13,881-61.1% | $10,886-50.4% |