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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 | $12,361 | $209,425-94.1% | $178,499-93.1% | $158,966-92.2% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 4.12% | 188.80%-184.7pp | 151.10%-147.0pp | 302.95%-298.8pp |
| Employer contribution / active EE | $1,868 | $5,707-67.3% | $5,011-62.7% | $4,762-60.8% |
| Participant deferral / active EE | $862 | $5,955-85.5% | $5,202-83.4% | $5,983-85.6% |
| Admin fee / account holder | $314 | $17,078-98.2% | $13,986-97.8% | $11,250-97.2% |