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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 | $3,665 | $90,614-96.0% | $76,089-95.2% | $145,877-97.5% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | 5.67% | 623.80%-618.1pp | 360.94%-355.3pp | 551.28%-545.6pp |
| Employer contribution / active EE | $2,082 | $3,324-37.4% | $2,690-22.6% | $4,663-55.4% |
| Participant deferral / active EE | $1,068 | $5,168-79.3% | $4,259-74.9% | $6,691-84.0% |
| Admin fee / account holder | $4,663 | $8,376-44.3% | $6,418-27.3% | $13,402-65.2% |