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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 | $19,299 | $183,988-89.5% | $162,177-88.1% | $152,897-87.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 11.39% | 150.79%-139.4pp | 115.60%-104.2pp | 345.43%-334.0pp |
| Employer contribution / active EE | $1,579 | $6,370-75.2% | $5,613-71.9% | $4,764-66.9% |
| Participant deferral / active EE | $2,109 | $8,032-73.7% | $7,297-71.1% | $5,851-64.0% |
| Admin fee / account holder | $15,736 | $13,123+19.9% | $10,843+45.1% | $11,599+35.7% |