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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 | $90,530-96.0% | $76,030-95.2% | $145,897-97.5% |
| Participation rate | 70.0% | 74.4%-4.4pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | 5.67% | 625.08%-619.4pp | 361.54%-355.9pp | 552.29%-546.6pp |
| Employer contribution / active EE | $2,082 | $3,319-37.3% | $2,688-22.5% | $4,663-55.3% |
| Participant deferral / active EE | $1,068 | $5,164-79.3% | $4,257-74.9% | $6,689-84.0% |
| Admin fee / account holder | $4,663 | $8,383-44.4% | $6,421-27.4% | $13,390-65.2% |