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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 | $30,401 | $183,988-83.5% | $162,177-81.3% | $152,897-80.1% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.5%+10.4pp |
| Annual return | 8.72% | 150.79%-142.1pp | 115.60%-106.9pp | 345.43%-336.7pp |
| Employer contribution / active EE | $1,633 | $6,370-74.4% | $5,613-70.9% | $4,764-65.7% |
| Participant deferral / active EE | $2,378 | $8,032-70.4% | $7,297-67.4% | $5,851-59.4% |
| Admin fee / account holder | $13,601 | $13,123+3.6% | $10,843+25.4% | $11,599+17.3% |