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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 | $11,509 | $111,878-89.7% | $93,727-87.7% | $145,897-92.1% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.0pp |
| Annual return | 5.28% | 204.28%-199.0pp | 133.83%-128.5pp | 552.29%-547.0pp |
| Employer contribution / active EE | $2,070 | $3,092-33.1% | $2,421-14.5% | $4,663-55.6% |
| Participant deferral / active EE | $1,108 | $4,920-77.5% | $4,417-74.9% | $6,689-83.4% |
| Admin fee / account holder | $5,120 | $10,256-50.1% | $8,292-38.3% | $13,390-61.8% |