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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 | $16,086 | $217,432-92.6% | $185,849-91.3% | $167,536-90.4% |
| Participation rate | 81.8% | 86.1%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 7.67% | 148.42%-140.7pp | 122.10%-114.4pp | 478.82%-471.1pp |
| Employer contribution / active EE | $19,896 | $5,875+238.7% | $5,169+284.9% | $4,839+311.1% |
| Participant deferral / active EE | $1,545 | $6,357-75.7% | $5,569-72.3% | $6,342-75.6% |
| Admin fee / account holder | $14,412 | $19,818-27.3% | $16,244-11.3% | $12,315+17.0% |