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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 | $16,494 | $184,000-91.0% | $162,185-89.8% | $152,909-89.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 6.65% | 150.80%-144.1pp | 115.61%-109.0pp | 345.46%-338.8pp |
| Employer contribution / active EE | $2,906 | $6,370-54.4% | $5,613-48.2% | $4,764-39.0% |
| Participant deferral / active EE | $573 | $8,033-92.9% | $7,297-92.1% | $5,851-90.2% |
| Admin fee / account holder | $678 | $13,124-94.8% | $10,844-93.7% | $11,601-94.2% |