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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 | $18,566 | $223,823-91.7% | $211,142-91.2% | $154,746-88.0% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 4.24% | 50.39%-46.2pp | 46.84%-42.6pp | 172.34%-168.1pp |
| Employer contribution / active EE | $2,022 | $6,787-70.2% | $6,442-68.6% | $4,379-53.8% |
| Participant deferral / active EE | $3,053 | $9,750-68.7% | $9,284-67.1% | $6,730-54.6% |
| Admin fee / account holder | $89,370 | $19,707+353.5% | $19,076+368.5% | $14,365+522.1% |