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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 | $16,025 | $176,105-90.9% | $159,474-90.0% | $167,536-90.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.85% | 331.91%-325.1pp | 263.68%-256.8pp | 478.82%-472.0pp |
| Employer contribution / active EE | $2,488 | $5,299-53.0% | $4,831-48.5% | $4,839-48.6% |
| Participant deferral / active EE | $269 | $7,751-96.5% | $7,353-96.3% | $6,342-95.8% |
| Admin fee / account holder | $8,451 | $12,559-32.7% | $10,802-21.8% | $12,315-31.4% |