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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 | $24,022 | $223,823-89.3% | $211,142-88.6% | $154,746-84.5% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | -0.19% | 50.39%-50.6pp | 46.84%-47.0pp | 172.34%-172.5pp |
| Employer contribution / active EE | $1,861 | $6,787-72.6% | $6,442-71.1% | $4,379-57.5% |
| Participant deferral / active EE | $3,180 | $9,750-67.4% | $9,284-65.7% | $6,730-52.8% |
| Admin fee / account holder | $104,162 | $19,707+428.6% | $19,076+446.0% | $14,365+625.1% |